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 | $133,472 | $102,604+30.1% | $86,188+54.9% | $139,434-4.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.83% | 1922.51%-1898.7pp | 1168.45%-1144.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $2,177 | $3,032-28.2% | $2,380-8.5% | $4,751-54.2% |
| Participant deferral / active EE | $16,207 | $4,676+246.6% | $3,985+306.7% | $6,710+141.5% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |