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 | $167,898 | $159,901+5.0% | $146,958+14.2% | $145,922+15.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 15.01% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,716 | $5,286-29.7% | $4,933-24.7% | $4,660-20.2% |
| Participant deferral / active EE | $8,001 | $8,428-5.1% | $8,070-0.9% | $6,688+19.6% |
| Admin fee / account holder | $119 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |