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 | $101,338 | $75,828+33.6% | $147,614-31.3% | $59,632+69.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.59% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $9,620 | $3,485+176.1% | $5,564+72.9% | $2,203+336.8% |
| Participant deferral / active EE | $5,641 | $3,130+80.2% | $4,895+15.2% | $3,192+76.8% |
| Admin fee / account holder | $45 | $5,985-99.2% | $11,611-99.6% | $4,297-98.9% |