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 9-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 | $41,704 | $138,065-69.8% | $123,544-66.2% | $135,375-69.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 12090.00% | 153.68%+11936.3pp | 119.20%+11970.8pp | 519.73%+11570.3pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,555 | $6,799+55.2% | $6,426+64.3% | $5,609+88.2% |
| Admin fee / account holder | $42 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |