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 | $475,520 | $152,587+211.6% | $125,175+279.9% | $152,861+211.1% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 23.01% | 54.84%-31.8pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,744 | $4,946-24.3% | $3,865-3.1% | $4,762-21.4% |
| Participant deferral / active EE | $13,022 | $5,868+121.9% | $4,937+163.8% | $5,850+122.6% |
| Admin fee / account holder | $4 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |