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 | $499,888 | $105,860+372.2% | $90,749+450.8% | $134,475+271.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.15% | -11.01%-1.1pp | -12.16%0pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,847 | $3,462-17.8% | $2,921-2.5% | $4,740-39.9% |
| Participant deferral / active EE | $8,251 | $5,216+58.2% | $4,564+80.8% | $6,400+28.9% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |