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 | $174,990 | $100,852+73.5% | $90,404+93.6% | $158,922+10.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.45% | 1724.20%-1695.8pp | 1293.02%-1264.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $2,832 | $3,689-23.2% | $3,262-13.2% | $4,761-40.5% |
| Participant deferral / active EE | $16,885 | $4,348+288.4% | $3,963+326.0% | $5,982+182.3% |
| Admin fee / account holder | $30 | $6,501-99.5% | $5,611-99.5% | $11,246-99.7% |