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 | $405,754 | $165,335+145.4% | $149,696+171.1% | $158,922+155.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 33.60% | 348.15%-314.5pp | 276.60%-243.0pp | 302.83%-269.2pp |
| Employer contribution / active EE | $2,010 | $5,103-60.6% | $4,644-56.7% | $4,761-57.8% |
| Participant deferral / active EE | $10,150 | $7,181+41.3% | $6,842+48.4% | $5,982+69.7% |
| Admin fee / account holder | $157 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |