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 | $185,412 | $107,334+72.7% | $92,893+99.6% | $152,861+21.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.02% | 145.58%-118.6pp | 109.41%-82.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $15,658 | $4,221+271.0% | $3,653+328.7% | $4,762+228.8% |
| Participant deferral / active EE | $11,809 | $4,845+143.7% | $4,236+178.8% | $5,850+101.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |