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 8-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 | $198,682 | $165,984+19.7% | $164,813+20.5% | $145,922+36.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.78% | 100.03%-81.3pp | 69.93%-51.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $4,739 | $5,273-10.1% | $4,341+9.2% | $4,660+1.7% |
| Participant deferral / active EE | $12,437 | $6,959+78.7% | $6,031+106.2% | $6,688+86.0% |
| Admin fee / account holder | $56 | $16,648-99.7% | $12,690-99.6% | $13,397-99.6% |