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 | $209,034 | $114,381+82.8% | $107,525+94.4% | $142,382+46.8% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 25.89% | 242.71%-216.8pp | 181.32%-155.4pp | 217.08%-191.2pp |
| Employer contribution / active EE | $4,543 | $4,015+13.2% | $3,754+21.0% | $4,299+5.7% |
| Participant deferral / active EE | $8,063 | $5,564+44.9% | $5,116+57.6% | $6,507+23.9% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |