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 | $50,638 | $90,600-44.1% | $79,464-36.3% | $135,375-62.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.11% | 977.43%-973.3pp | 718.14%-714.0pp | 519.73%-515.6pp |
| Employer contribution / active EE | $2,596 | $3,068-15.4% | $2,800-7.3% | $4,779-45.7% |
| Participant deferral / active EE | $4,778 | $4,050+18.0% | $3,704+29.0% | $5,609-14.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |