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 4-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 | $29,851 | $102,604-70.9% | $86,188-65.4% | $139,434-78.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 27.44% | 1922.51%-1895.1pp | 1168.45%-1141.0pp | 372.94%-345.5pp |
| Employer contribution / active EE | $10,602 | $3,032+249.6% | $2,380+345.4% | $4,751+123.2% |
| Participant deferral / active EE | $8,771 | $4,676+87.6% | $3,985+120.1% | $6,710+30.7% |
| Admin fee / account holder | $277 | $8,657-96.8% | $6,852-96.0% | $11,403-97.6% |