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 8-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 | $31,500 | $202,318-84.4% | $172,739-81.8% | $152,861-79.4% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 54.46% | 1029.65%-975.2pp | 802.84%-748.4pp | 345.32%-290.9pp |
| Employer contribution / active EE | $1,883 | $5,856-67.8% | $5,143-63.4% | $4,762-60.5% |
| Participant deferral / active EE | $5,044 | $5,948-15.2% | $5,198-3.0% | $5,850-13.8% |
| Admin fee / account holder | $107 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |