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 | $349,100 | $115,770+201.5% | $101,248+244.8% | $158,922+119.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.70% | 56.14%-46.4pp | 46.47%-36.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,416 | $4,175-42.1% | $3,660-34.0% | $4,761-49.2% |
| Participant deferral / active EE | $49,455 | $4,957+897.6% | $4,370+1031.6% | $5,982+726.7% |
| Admin fee / account holder | $191 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |