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 | $173,188 | $167,484+3.4% | $151,611+14.2% | $134,475+28.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 33.86% | 7.80%+26.1pp | 3.33%+30.5pp | 417.96%-384.1pp |
| Employer contribution / active EE | $18,038 | $6,829+164.1% | $6,166+192.5% | $4,740+280.6% |
| Participant deferral / active EE | $13,026 | $8,986+45.0% | $8,363+55.7% | $6,400+103.5% |
| Admin fee / account holder | $130 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |