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 6-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 | $43,591 | $138,044-68.4% | $125,339-65.2% | $134,475-67.6% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | 81.18% | 750.33%-669.1pp | 572.05%-490.9pp | 417.96%-336.8pp |
| Employer contribution / active EE | $4,428 | $5,243-15.5% | $4,814-8.0% | $4,740-6.6% |
| Participant deferral / active EE | $9,950 | $7,799+27.6% | $7,446+33.6% | $6,400+55.5% |
| Admin fee / account holder | $145 | $11,571-98.8% | $10,010-98.6% | $11,426-98.7% |