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 | $47,699 | $96,305-50.5% | $80,569-40.8% | $139,434-65.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.96% | 1350.08%-1333.1pp | 935.43%-918.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,362 | $3,262-27.6% | $2,723-13.3% | $4,751-50.3% |
| Participant deferral / active EE | $3,889 | $5,232-25.7% | $4,447-12.6% | $6,710-42.0% |
| Admin fee / account holder | $13 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |