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 | $74,646 | $183,963-59.4% | $162,163-54.0% | $152,861-51.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.18% | 150.76%-125.6pp | 115.59%-90.4pp | 345.32%-320.1pp |
| Employer contribution / active EE | $6,350 | $6,371-0.3% | $5,614+13.1% | $4,762+33.3% |
| Participant deferral / active EE | $8,601 | $8,034+7.1% | $7,298+17.9% | $5,850+47.0% |
| Admin fee / account holder | $283 | $13,121-97.8% | $10,843-97.4% | $11,596-97.6% |