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 | $229,066 | $171,865+33.3% | $149,718+53.0% | $147,584+55.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.49% | 2113.22%-2097.7pp | 1501.63%-1486.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,870 | $6,275-70.2% | $5,445-65.7% | $4,876-61.7% |
| Participant deferral / active EE | $5,409 | $7,271-25.6% | $6,569-17.7% | $5,439-0.5% |
| Admin fee / account holder | -$483 | $13,799-103.5% | $11,283-104.3% | $10,885-104.4% |