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 | $182,174 | $176,377+3.3% | $134,143+35.8% | $158,922+14.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 21.46% | 63.63%-42.2pp | 36.33%-14.9pp | 302.83%-281.4pp |
| Employer contribution / active EE | $15,069 | $5,040+199.0% | $3,704+306.8% | $4,761+216.5% |
| Participant deferral / active EE | $10,708 | $4,091+161.7% | $3,499+206.0% | $5,982+79.0% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |