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 5-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 | $247,416 | $156,846+57.7% | $121,098+104.3% | $139,434+77.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.76% | 1474.56%-1459.8pp | 985.75%-971.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $9,346 | $5,536+68.8% | $4,164+124.5% | $4,751+96.7% |
| Participant deferral / active EE | $17,954 | $4,844+270.6% | $4,080+340.1% | $6,710+167.6% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |