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 | $150,038 | $150,440-0.3% | $136,294+10.1% | $147,584+1.7% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 19.74% | 1049.08%-1029.3pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,523 | $5,256-52.0% | $4,695-46.3% | $4,876-48.3% |
| Participant deferral / active EE | $6,504 | $6,630-1.9% | $6,247+4.1% | $5,439+19.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |