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 | $225,785 | $172,478+30.9% | $145,661+55.0% | $142,382+58.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 14.24% | 151.09%-136.8pp | 101.46%-87.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $10,000 | $4,899+104.1% | $4,238+136.0% | $4,299+132.6% |
| Participant deferral / active EE | $27,320 | $8,348+227.3% | $7,198+279.5% | $6,507+319.8% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |