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 6-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 | $240,770 | $159,901+50.6% | $146,958+63.8% | $145,922+65.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $17,100 | $5,286+223.5% | $4,933+246.6% | $4,660+267.0% |
| Participant deferral / active EE | $21,960 | $8,428+160.6% | $8,070+172.1% | $6,688+228.4% |
| Admin fee / account holder | $127 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |