See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,575 | $171,865-43.8% | $149,718-35.5% | $147,584-34.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.39% | 2113.22%-2100.8pp | 1501.63%-1489.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,001 | $6,275-68.1% | $5,445-63.3% | $4,876-59.0% |
| Participant deferral / active EE | $7,128 | $7,271-2.0% | $6,569+8.5% | $5,439+31.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |