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 9-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 | $443,919 | $124,319+257.1% | $111,297+298.9% | $167,490+165.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.27% | 37.44%-19.2pp | 54.65%-36.4pp | 478.56%-460.3pp |
| Employer contribution / active EE | $10,980 | $3,435+219.6% | $2,731+302.0% | $4,837+127.0% |
| Participant deferral / active EE | $10,199 | $5,180+96.9% | $4,487+127.3% | $6,341+60.8% |
| Admin fee / account holder | $25 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |