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 | $248,369 | $171,865+44.5% | $149,718+65.9% | $147,584+68.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.94% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $17,237 | $6,275+174.7% | $5,445+216.6% | $4,876+253.5% |
| Participant deferral / active EE | $19,334 | $7,271+165.9% | $6,569+194.3% | $5,439+255.5% |
| Admin fee / account holder | $195 | $13,799-98.6% | $11,283-98.3% | $10,885-98.2% |