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 | $310,992 | $115,882+168.4% | $100,516+209.4% | $158,922+95.7% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 14.10% | 34.79%-20.7pp | 30.89%-16.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $4,605 | $4,103+12.2% | $3,418+34.8% | $4,761-3.3% |
| Participant deferral / active EE | $11,060 | $6,674+65.7% | $6,270+76.4% | $5,982+84.9% |
| Admin fee / account holder | $89 | $10,995-99.2% | $8,081-98.9% | $11,246-99.2% |