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 | $386,530 | $127,065+204.2% | $113,168+241.6% | $142,382+171.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.33% | 24.03%-4.7pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,679 | $3,442+6.9% | $2,975+23.7% | $4,299-14.4% |
| Participant deferral / active EE | $14,329 | $5,716+150.7% | $5,107+180.6% | $6,507+120.2% |
| Admin fee / account holder | $300 | $15,736-98.1% | $12,068-97.5% | $12,624-97.6% |