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 | $85,557 | $76,738+11.5% | $56,411+51.7% | $145,922-41.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.61% | 2994.23%-2982.6pp | 1701.33%-1689.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $8,420 | $1,380+510.2% | $1,039+710.6% | $4,660+80.7% |
| Participant deferral / active EE | $16,792 | $2,623+540.3% | $1,952+760.3% | $6,688+151.1% |
| Admin fee / account holder | $115 | $3,334-96.6% | $2,829-95.9% | $13,397-99.1% |