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 | $301,606 | $84,402+257.3% | $61,373+391.4% | $134,475+124.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 5.31% | 584.55%-579.2pp | 338.61%-333.3pp | 417.96%-412.7pp |
| Employer contribution / active EE | $3,829 | $1,544+147.9% | $1,159+230.3% | $4,740-19.2% |
| Participant deferral / active EE | $18,251 | $2,819+547.4% | $2,125+758.9% | $6,400+185.2% |
| Admin fee / account holder | $4 | $2,585-99.9% | $2,130-99.8% | $11,426-100.0% |