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 | $170,700 | $175,202-2.6% | $149,673+14.0% | $139,434+22.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 23.13% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $7,568 | $5,474+38.3% | $4,818+57.1% | $4,751+59.3% |
| Participant deferral / active EE | $4,480 | $6,519-31.3% | $5,680-21.1% | $6,710-33.2% |
| Admin fee / account holder | $156 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |