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 | $226,273 | $148,534+52.3% | $135,903+66.5% | $139,434+62.3% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 18.48% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $6,374 | $5,243+21.6% | $4,856+31.3% | $4,751+34.2% |
| Participant deferral / active EE | $15,904 | $8,100+96.3% | $7,758+105.0% | $6,710+137.0% |
| Admin fee / account holder | $42 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |