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 | $292,952 | $197,591+48.3% | $177,821+64.7% | $158,922+84.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.71% | 58.76%-44.1pp | 48.32%-33.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $37,500 | $6,697+459.9% | $5,918+533.6% | $4,761+687.6% |
| Participant deferral / active EE | $22,750 | $8,405+170.7% | $7,714+194.9% | $5,982+280.3% |
| Admin fee / account holder | $5 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |