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 9-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 | $421,632 | $176,056+139.5% | $159,436+164.5% | $167,490+151.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.43% | 331.75%-304.3pp | 263.57%-236.1pp | 478.56%-451.1pp |
| Employer contribution / active EE | $27,922 | $5,297+427.1% | $4,829+478.2% | $4,837+477.2% |
| Participant deferral / active EE | $18,368 | $7,750+137.0% | $7,352+149.8% | $6,341+189.7% |
| Admin fee / account holder | $120 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |