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 | $249,097 | $160,055+55.6% | $140,016+77.9% | $135,375+84.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.37% | 911.38%-914.8pp | 651.12%-654.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $3,300 | $6,420-48.6% | $5,606-41.1% | $4,779-31.0% |
| Participant deferral / active EE | $9,678 | $7,642+26.6% | $6,927+39.7% | $5,609+72.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |