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 | $209,802 | $202,432+3.6% | $169,368+23.9% | $139,434+50.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.38% | 531.74%-505.4pp | 405.60%-379.2pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,599 | $4,692-44.6% | $4,013-35.2% | $4,751-45.3% |
| Participant deferral / active EE | $8,662 | $6,938+24.9% | $6,221+39.2% | $6,710+29.1% |
| Admin fee / account holder | $50 | $10,708-99.5% | $9,003-99.4% | $11,403-99.6% |