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 7-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 | $13,715 | $52,279-73.8% | $89,391-84.7% | $79,858-82.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 54.33% | 22.16%+32.2pp | 245.62%-191.3pp | 31.71%+22.6pp |
| Employer contribution / active EE | $7,180 | $1,572+356.8% | $2,586+177.7% | $2,471+190.6% |
| Participant deferral / active EE | $2,532 | $2,740-7.6% | $3,890-34.9% | $3,740-32.3% |
| Admin fee / account holder | $13 | $3,356-99.6% | $4,881-99.7% | $5,306-99.8% |