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 | $200,222 | $165,984+20.6% | $164,813+21.5% | $145,922+37.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.05% | 100.03%-80.0pp | 69.93%-49.9pp | 561.29%-541.2pp |
| Employer contribution / active EE | $4,361 | $5,273-17.3% | $4,341+0.5% | $4,660-6.4% |
| Participant deferral / active EE | $15,206 | $6,959+118.5% | $6,031+152.1% | $6,688+127.4% |
| Admin fee / account holder | $175 | $16,648-99.0% | $12,690-98.6% | $13,397-98.7% |