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 | $15,259 | $74,888-79.6% | $71,209-78.6% | $142,382-89.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6254.95% | 345.14%+5909.8pp | 282.51%+5972.4pp | 217.08%+6037.9pp |
| Employer contribution / active EE | $10,000 | $2,854+250.3% | $2,721+267.5% | $4,299+132.6% |
| Participant deferral / active EE | $3,813 | $4,454-14.4% | $4,175-8.7% | $6,507-41.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |