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 | $62,991 | $102,966-38.8% | $90,281-30.2% | $152,861-58.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 32.97% | 95.16%-62.2pp | 78.10%-45.1pp | 345.32%-312.4pp |
| Employer contribution / active EE | $12,755 | $3,139+306.4% | $2,854+346.9% | $4,762+167.8% |
| Participant deferral / active EE | $21,917 | $4,281+411.9% | $3,885+464.1% | $5,850+274.6% |
| Admin fee / account holder | $64 | $6,171-99.0% | $5,351-98.8% | $11,596-99.4% |