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 | $85,387 | $150,440-43.2% | $136,294-37.4% | $147,584-42.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.73% | 1049.08%-1028.4pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $6,390 | $5,256+21.6% | $4,695+36.1% | $4,876+31.0% |
| Participant deferral / active EE | $16,918 | $6,630+155.2% | $6,247+170.8% | $5,439+211.1% |
| Admin fee / account holder | $105 | $10,905-99.0% | $9,243-98.9% | $10,885-99.0% |