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 | $397,848 | $150,187+164.9% | $120,354+230.6% | $145,922+172.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.21% | 154.07%-142.9pp | 107.15%-95.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $23,643 | $4,348+443.8% | $3,463+582.8% | $4,660+407.4% |
| Participant deferral / active EE | $13,313 | $6,173+115.7% | $4,991+166.7% | $6,688+99.1% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |