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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,926 | $189,613+62.4% | $167,512+83.8% | $142,382+116.3% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 18.02% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $8,310 | $4,349+91.1% | $3,882+114.1% | $4,299+93.3% |
| Participant deferral / active EE | $8,995 | $6,981+28.8% | $6,405+40.4% | $6,507+38.2% |
| Admin fee / account holder | $291 | $10,528-97.2% | $9,769-97.0% | $12,624-97.7% |