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 | $265,538 | $109,327+142.9% | $89,391+197.1% | $158,922+67.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.05% | 345.68%-333.6pp | 245.62%-233.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,667 | $3,170+15.7% | $2,586+41.8% | $4,761-23.0% |
| Participant deferral / active EE | $5,265 | $4,598+14.5% | $3,890+35.4% | $5,982-12.0% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |