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 | $184,648 | $183,519+0.6% | $155,509+18.7% | $145,922+26.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.41% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $20,301 | $5,313+282.1% | $4,672+334.5% | $4,660+335.7% |
| Participant deferral / active EE | $13,333 | $6,462+106.3% | $5,626+137.0% | $6,688+99.4% |
| Admin fee / account holder | $37 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |