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 | $242,862 | $214,378+13.3% | $200,582+21.1% | $142,382+70.6% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 17.52% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $17,002 | $6,841+148.5% | $6,419+164.9% | $4,299+295.5% |
| Participant deferral / active EE | $3,252 | $9,865-67.0% | $9,331-65.2% | $6,507-50.0% |
| Admin fee / account holder | $24 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |