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 | $1,050,935 | $117,381+795.3% | $99,443+956.8% | $152,861+587.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 33.19% | 31.87%+1.3pp | 30.72%+2.5pp | 345.32%-312.1pp |
| Employer contribution / active EE | $2,802 | $3,013-7.0% | $2,540+10.3% | $4,762-41.2% |
| Participant deferral / active EE | $11,911 | $4,086+191.5% | $3,619+229.2% | $5,850+103.6% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |