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 | $34,877 | $202,318-82.8% | $172,739-79.8% | $152,861-77.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.87% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $5,723 | $5,856-2.3% | $5,143+11.3% | $4,762+20.2% |
| Participant deferral / active EE | $5,885 | $5,948-1.1% | $5,198+13.2% | $5,850+0.6% |
| Admin fee / account holder | $64 | $17,109-99.6% | $13,954-99.5% | $11,596-99.5% |