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 | $180,447 | $160,055+12.7% | $140,016+28.9% | $135,375+33.3% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -5.09% | 911.38%-916.5pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $9,036 | $6,420+40.7% | $5,606+61.2% | $4,779+89.1% |
| Participant deferral / active EE | $5,371 | $7,642-29.7% | $6,927-22.5% | $5,609-4.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |