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 | $116,137 | $198,466-41.5% | $170,442-31.9% | $147,584-21.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 20.00% | 257.29%-237.3pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $9,418 | $6,184+52.3% | $5,433+73.4% | $4,876+93.1% |
| Participant deferral / active EE | $4,550 | $5,629-19.2% | $4,939-7.9% | $5,439-16.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |