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 | $449,770 | $217,402+106.9% | $185,823+142.0% | $167,490+168.5% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 13.53% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $8,434 | $5,873+43.6% | $5,167+63.2% | $4,837+74.4% |
| Participant deferral / active EE | $8,476 | $6,356+33.3% | $5,568+52.2% | $6,341+33.7% |
| Admin fee / account holder | $136 | $19,811-99.3% | $16,237-99.2% | $12,309-98.9% |