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 | $210,801 | $176,377+19.5% | $134,143+57.1% | $158,922+32.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.52% | 63.63%-46.1pp | 36.33%-18.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $7,776 | $5,040+54.3% | $3,704+109.9% | $4,761+63.3% |
| Participant deferral / active EE | $2,662 | $4,091-34.9% | $3,499-23.9% | $5,982-55.5% |
| Admin fee / account holder | $207 | $8,718-97.6% | $6,684-96.9% | $11,246-98.2% |