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 | $190,552 | $177,572+7.3% | $154,803+23.1% | $142,382+33.8% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 13.05% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,926 | $4,810-39.2% | $4,305-32.0% | $4,299-31.9% |
| Participant deferral / active EE | $4,701 | $6,272-25.0% | $5,540-15.1% | $6,507-27.8% |
| Admin fee / account holder | $217 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |