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 | $440,805 | $159,901+175.7% | $146,958+200.0% | $145,922+202.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.56% | 98.13%-78.6pp | 418.34%-398.8pp | 561.29%-541.7pp |
| Employer contribution / active EE | $9,723 | $5,286+83.9% | $4,933+97.1% | $4,660+108.7% |
| Participant deferral / active EE | $6,150 | $8,428-27.0% | $8,070-23.8% | $6,688-8.0% |
| Admin fee / account holder | $23 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |