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 | $37,032 | $171,865-78.5% | $149,718-75.3% | $147,584-74.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 65.43% | 2113.22%-2047.8pp | 1501.63%-1436.2pp | 578.55%-513.1pp |
| Employer contribution / active EE | $6,265 | $6,275-0.2% | $5,445+15.1% | $4,876+28.5% |
| Participant deferral / active EE | $10,974 | $7,271+50.9% | $6,569+67.1% | $5,439+101.8% |
| Admin fee / account holder | $160 | $13,799-98.8% | $11,283-98.6% | $10,885-98.5% |