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 10-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 | $59,390 | $160,055-62.9% | $140,016-57.6% | $135,375-56.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | 12.61% | 911.38%-898.8pp | 651.12%-638.5pp | 519.73%-507.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,292 | $7,642+47.8% | $6,927+63.0% | $5,609+101.3% |
| Admin fee / account holder | $145 | $13,328-98.9% | $10,705-98.6% | $10,827-98.7% |