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 | $199,688 | $175,202+14.0% | $149,673+33.4% | $139,434+43.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 20.08% | 166.71%-146.6pp | 134.42%-114.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $6,636 | $5,474+21.2% | $4,818+37.7% | $4,751+39.7% |
| Participant deferral / active EE | $3,033 | $6,519-53.5% | $5,680-46.6% | $6,710-54.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |