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 | $270,797 | $171,865+57.6% | $149,718+80.9% | $147,584+83.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 138.30% | 2113.22%-1974.9pp | 1501.63%-1363.3pp | 578.55%-440.2pp |
| Employer contribution / active EE | $10,500 | $6,275+67.3% | $5,445+92.8% | $4,876+115.3% |
| Participant deferral / active EE | $10,500 | $7,271+44.4% | $6,569+59.8% | $5,439+93.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |