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 | $230,092 | $85,022+170.6% | $70,515+226.3% | $139,434+65.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 23.33% | 30.38%-7.1pp | 32.77%-9.4pp | 372.94%-349.6pp |
| Employer contribution / active EE | $5,928 | $3,909+51.6% | $2,973+99.4% | $4,751+24.8% |
| Participant deferral / active EE | $16,786 | $5,890+185.0% | $4,567+267.6% | $6,710+150.2% |
| Admin fee / account holder | $113 | $8,906-98.7% | $6,412-98.2% | $11,403-99.0% |