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 | $31,094 | $150,440-79.3% | $136,294-77.2% | $147,584-78.9% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 92.46% | 1049.08%-956.6pp | 5155.94%-5063.5pp | 578.55%-486.1pp |
| Employer contribution / active EE | $3,684 | $5,256-29.9% | $4,695-21.5% | $4,876-24.4% |
| Participant deferral / active EE | $8,651 | $6,630+30.5% | $6,247+38.5% | $5,439+59.1% |
| Admin fee / account holder | $193 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |