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 | $215,469 | $201,272+7.1% | $184,203+17.0% | $145,922+47.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.02% | 29.00%-11.0pp | 28.81%-10.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,494 | $7,022-64.5% | $6,427-61.2% | $4,660-46.5% |
| Participant deferral / active EE | $13,933 | $9,806+42.1% | $9,131+52.6% | $6,688+108.3% |
| Admin fee / account holder | $254 | $16,364-98.5% | $13,901-98.2% | $13,397-98.1% |