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 3-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 | $539,755 | $214,378+151.8% | $200,582+169.1% | $142,382+279.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.94% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $5,943 | $6,841-13.1% | $6,419-7.4% | $4,299+38.2% |
| Participant deferral / active EE | $7,900 | $9,865-19.9% | $9,331-15.3% | $6,507+21.4% |
| Admin fee / account holder | $73 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |