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 | $305,936 | $114,381+167.5% | $107,525+184.5% | $142,382+114.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 24.54% | 242.71%-218.2pp | 181.32%-156.8pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,010 | $4,015-49.9% | $3,754-46.4% | $4,299-53.2% |
| Participant deferral / active EE | $9,785 | $5,564+75.9% | $5,116+91.3% | $6,507+50.4% |
| Admin fee / account holder | $1 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |