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 | $248,354 | $97,744+154.1% | $103,476+140.0% | $145,922+70.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.90% | 25.41%-9.5pp | 23.90%-8.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $10,576 | $4,677+126.1% | $4,672+126.4% | $4,660+127.0% |
| Participant deferral / active EE | $21,399 | $6,603+224.1% | $6,623+223.1% | $6,688+220.0% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |