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 | $154,507 | $126,574+22.1% | $106,213+45.5% | $145,922+5.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 23.69% | 224.79%-201.1pp | 116.14%-92.4pp | 561.29%-537.6pp |
| Employer contribution / active EE | $8,562 | $3,730+129.5% | $3,171+170.0% | $4,660+83.8% |
| Participant deferral / active EE | $4,779 | $5,724-16.5% | $5,016-4.7% | $6,688-28.5% |
| Admin fee / account holder | $162 | $17,304-99.1% | $11,033-98.5% | $13,397-98.8% |