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 | $243,828 | $217,402+12.2% | $185,823+31.2% | $167,490+45.6% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 12.86% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $6,333 | $5,873+7.8% | $5,167+22.6% | $4,837+30.9% |
| Participant deferral / active EE | $6,006 | $6,356-5.5% | $5,568+7.9% | $6,341-5.3% |
| Admin fee / account holder | $1 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |