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 9-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 | $108,896 | $171,865-36.6% | $149,718-27.3% | $147,584-26.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $10,814 | $6,275+72.3% | $5,445+98.6% | $4,876+121.8% |
| Participant deferral / active EE | $12,343 | $7,271+69.8% | $6,569+87.9% | $5,439+126.9% |
| Admin fee / account holder | $245 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |