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 | $48,923 | $150,440-67.5% | $136,294-64.1% | $147,584-66.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.33% | 1049.08%-1022.8pp | 5155.94%-5129.6pp | 578.55%-552.2pp |
| Employer contribution / active EE | $9,601 | $5,256+82.7% | $4,695+104.5% | $4,876+96.9% |
| Participant deferral / active EE | $11,067 | $6,630+66.9% | $6,247+77.1% | $5,439+103.5% |
| Admin fee / account holder | $104 | $10,905-99.0% | $9,243-98.9% | $10,885-99.0% |