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 | $158,380 | $109,327+44.9% | $89,391+77.2% | $158,922-0.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.43% | 345.68%-327.2pp | 245.62%-227.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $20,587 | $3,170+549.5% | $2,586+696.2% | $4,761+332.4% |
| Participant deferral / active EE | $9,400 | $4,598+104.4% | $3,890+141.7% | $5,982+57.1% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |