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 | $442,413 | $165,335+167.6% | $149,696+195.5% | $158,922+178.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.20% | 348.15%-340.0pp | 276.60%-268.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $16,433 | $5,103+222.0% | $4,644+253.8% | $4,761+245.1% |
| Participant deferral / active EE | $12,370 | $7,181+72.3% | $6,842+80.8% | $5,982+106.8% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |