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 | $257,230 | $144,119+78.5% | $117,854+118.3% | $147,584+74.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 16.91% | 531.15%-514.2pp | 335.08%-318.2pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,607 | $4,896-26.3% | $3,786-4.7% | $4,876-26.0% |
| Participant deferral / active EE | $9,316 | $5,316+75.3% | $4,482+107.9% | $5,439+71.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |