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 | $124,835 | $96,305+29.6% | $80,569+54.9% | $139,434-10.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.00% | 1350.08%-1330.1pp | 935.43%-915.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,675 | $3,262-18.0% | $2,723-1.8% | $4,751-43.7% |
| Participant deferral / active EE | $4,010 | $5,232-23.4% | $4,447-9.8% | $6,710-40.2% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |