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 | $24,863 | $150,440-83.5% | $136,294-81.8% | $147,584-83.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.12% | 1049.08%-1031.0pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,177 | $5,256-39.6% | $4,695-32.3% | $4,876-34.9% |
| Participant deferral / active EE | $4,922 | $6,630-25.8% | $6,247-21.2% | $5,439-9.5% |
| Admin fee / account holder | $133 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |