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 | $57,646 | $150,440-61.7% | $136,294-57.7% | $147,584-60.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 28.18% | 1049.08%-1020.9pp | 5155.94%-5127.8pp | 578.55%-550.4pp |
| Employer contribution / active EE | $13,090 | $5,256+149.0% | $4,695+178.8% | $4,876+168.4% |
| Participant deferral / active EE | $8,945 | $6,630+34.9% | $6,247+43.2% | $5,439+64.5% |
| Admin fee / account holder | $76 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |