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 | $254,860 | $138,065+84.6% | $123,544+106.3% | $135,375+88.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -2.13% | 153.68%-155.8pp | 119.20%-121.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $6,274 | $5,151+21.8% | $4,628+35.6% | $4,779+31.3% |
| Participant deferral / active EE | $9,892 | $6,799+45.5% | $6,426+54.0% | $5,609+76.4% |
| Admin fee / account holder | $243 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |