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 | $615,793 | $96,965+535.1% | $97,995+528.4% | $147,584+317.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 13.74% | 24.11%-10.4pp | 23.94%-10.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $21,145 | $4,536+366.1% | $4,158+408.5% | $4,876+333.6% |
| Participant deferral / active EE | $12,750 | $5,081+150.9% | $5,097+150.2% | $5,439+134.4% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |