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 | $284,844 | $95,193+199.2% | $76,523+272.2% | $135,375+110.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.91% | 4.85%-9.8pp | -0.27%-4.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,740 | $3,302+13.2% | $2,647+41.3% | $4,779-21.7% |
| Participant deferral / active EE | $7,480 | $4,639+61.2% | $3,835+95.0% | $5,609+33.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |