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 | $259,127 | $69,518+272.7% | $59,878+332.8% | $135,375+91.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 15.03% | 7.94%+7.1pp | 3.46%+11.6pp | 519.73%-504.7pp |
| Employer contribution / active EE | $8,832 | $3,235+173.0% | $2,722+224.5% | $4,779+84.8% |
| Participant deferral / active EE | $2,000 | $4,206-52.4% | $3,402-41.2% | $5,609-64.3% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |