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 | $121,640 | $171,865-29.2% | $149,718-18.8% | $147,584-17.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.81% | 2113.22%-2090.4pp | 1501.63%-1478.8pp | 578.55%-555.7pp |
| Employer contribution / active EE | $8,378 | $6,275+33.5% | $5,445+53.9% | $4,876+71.8% |
| Participant deferral / active EE | $7,210 | $7,271-0.8% | $6,569+9.8% | $5,439+32.6% |
| Admin fee / account holder | $21 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |