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 | $181,716 | $105,859+71.7% | $90,160+101.5% | $147,584+23.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.57% | 37.63%-24.1pp | 34.88%-21.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $5,693 | $4,126+38.0% | $3,318+71.6% | $4,876+16.8% |
| Participant deferral / active EE | $7,967 | $5,733+39.0% | $5,288+50.7% | $5,439+46.5% |
| Admin fee / account holder | $177 | $8,046-97.8% | $5,943-97.0% | $10,885-98.4% |