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 | $921,772 | $127,065+625.4% | $113,168+714.5% | $142,382+547.4% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 23.89% | 24.03%-0.1pp | 24.27%-0.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $11,649 | $3,442+238.4% | $2,975+291.5% | $4,299+171.0% |
| Participant deferral / active EE | $13,323 | $5,716+133.1% | $5,107+160.9% | $6,507+104.7% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |