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 | $226,302 | $214,378+5.6% | $200,582+12.8% | $142,382+58.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.94% | 46.41%-24.5pp | 42.33%-20.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $7,476 | $6,841+9.3% | $6,419+16.5% | $4,299+73.9% |
| Participant deferral / active EE | $16,509 | $9,865+67.4% | $9,331+76.9% | $6,507+153.7% |
| Admin fee / account holder | $248 | $17,692-98.6% | $16,305-98.5% | $12,624-98.0% |