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 | $398,033 | $201,272+97.8% | $184,203+116.1% | $145,922+172.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.13% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $6,940 | $7,022-1.2% | $6,427+8.0% | $4,660+48.9% |
| Participant deferral / active EE | $20,239 | $9,806+106.4% | $9,131+121.6% | $6,688+202.6% |
| Admin fee / account holder | $141 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |