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 | $222,995 | $148,534+50.1% | $135,903+64.1% | $139,434+59.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.50% | 79.19%-58.7pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,418 | $5,243-34.8% | $4,856-29.6% | $4,751-28.1% |
| Participant deferral / active EE | $15,032 | $8,100+85.6% | $7,758+93.8% | $6,710+124.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |