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 5-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 | $162,452 | $100,773+61.2% | $88,946+82.6% | $142,382+14.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 30.57% | 70.18%-39.6pp | 57.82%-27.2pp | 217.08%-186.5pp |
| Employer contribution / active EE | $59,778 | $2,918+1948.8% | $2,555+2239.7% | $4,299+1290.5% |
| Participant deferral / active EE | $18,920 | $5,230+261.7% | $4,581+313.0% | $6,507+190.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |