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 6-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 | $328,350 | $159,901+105.3% | $146,958+123.4% | $145,922+125.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.53% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $35,076 | $5,286+563.6% | $4,933+611.1% | $4,660+652.8% |
| Participant deferral / active EE | $14,894 | $8,428+76.7% | $8,070+84.6% | $6,688+122.7% |
| Admin fee / account holder | $134 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |