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 9-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 | $21,906 | $100,852-78.3% | $90,404-75.8% | $158,922-86.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.54% | 1724.20%-1703.7pp | 1293.02%-1272.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,703 | $3,689-53.8% | $3,262-47.8% | $4,761-64.2% |
| Participant deferral / active EE | $5,075 | $4,348+16.7% | $3,963+28.0% | $5,982-15.2% |
| Admin fee / account holder | $70 | $6,501-98.9% | $5,611-98.8% | $11,246-99.4% |