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 | $36,233 | $150,440-75.9% | $136,294-73.4% | $147,584-75.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 15.74% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,907 | $5,256-44.7% | $4,695-38.1% | $4,876-40.4% |
| Participant deferral / active EE | $4,833 | $6,630-27.1% | $6,247-22.6% | $5,439-11.1% |
| Admin fee / account holder | $211 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |