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 | $455,579 | $70,756+543.9% | $65,493+595.6% | $142,382+220.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.48% | 1754.89%-1742.4pp | 982.45%-970.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $18,381 | $2,881+538.1% | $2,574+614.1% | $4,299+327.6% |
| Participant deferral / active EE | $9,167 | $4,637+97.7% | $3,961+131.4% | $6,507+40.9% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |