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 | $245,716 | $202,318+21.5% | $172,739+42.2% | $152,861+60.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 22.64% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,287 | $5,856-43.9% | $5,143-36.1% | $4,762-31.0% |
| Participant deferral / active EE | $6,499 | $5,948+9.3% | $5,198+25.0% | $5,850+11.1% |
| Admin fee / account holder | $38 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |