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 | $223,953 | $183,519+22.0% | $155,509+44.0% | $145,922+53.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 15.42% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.9pp |
| Employer contribution / active EE | $10,167 | $5,313+91.4% | $4,672+117.6% | $4,660+118.2% |
| Participant deferral / active EE | $8,624 | $6,462+33.5% | $5,626+53.3% | $6,688+29.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |