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 | $347,039 | $76,738+352.2% | $56,411+515.2% | $145,922+137.8% |
| Participation rate | 77.3% | 63.2%+14.1pp | 52.5%+24.8pp | 80.3%-3.0pp |
| Annual return | 22.94% | 2994.23%-2971.3pp | 1701.33%-1678.4pp | 561.29%-538.3pp |
| Employer contribution / active EE | $5,190 | $1,380+276.1% | $1,039+399.7% | $4,660+11.4% |
| Participant deferral / active EE | $10,513 | $2,623+300.9% | $1,952+438.6% | $6,688+57.2% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |