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 | $63,286 | $110,261-42.6% | $95,745-33.9% | $139,434-54.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.41% | 27.11%+7.3pp | 28.35%+6.1pp | 372.94%-338.5pp |
| Employer contribution / active EE | $16,800 | $3,257+415.8% | $2,835+492.7% | $4,751+253.6% |
| Participant deferral / active EE | $16,800 | $4,676+259.3% | $4,245+295.8% | $6,710+150.4% |
| Admin fee / account holder | $182 | $6,613-97.2% | $5,678-96.8% | $11,403-98.4% |