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 | $166,400 | $114,047+45.9% | $96,139+73.1% | $167,490-0.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 15.14% | 189.88%-174.7pp | 191.94%-176.8pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,685 | $3,427+7.5% | $2,797+31.8% | $4,837-23.8% |
| Participant deferral / active EE | $12,332 | $5,194+137.5% | $4,349+183.6% | $6,341+94.5% |
| Admin fee / account holder | -$143 | $6,897-102.1% | $5,537-102.6% | $12,309-101.2% |