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 | $196,944 | $201,272-2.2% | $184,203+6.9% | $145,922+35.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.50% | 29.00%-8.5pp | 28.81%-8.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $4,626 | $7,022-34.1% | $6,427-28.0% | $4,660-0.7% |
| Participant deferral / active EE | $18,214 | $9,806+85.7% | $9,131+99.5% | $6,688+172.3% |
| Admin fee / account holder | $5 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |