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 | $159,908 | $150,440+6.3% | $136,294+17.3% | $147,584+8.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.16% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $13,484 | $5,256+156.5% | $4,695+187.2% | $4,876+176.5% |
| Participant deferral / active EE | $10,636 | $6,630+60.4% | $6,247+70.3% | $5,439+95.6% |
| Admin fee / account holder | $16 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |