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 | $507,774 | $144,119+252.3% | $117,854+330.8% | $147,584+244.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.83% | 531.15%-518.3pp | 335.08%-322.3pp | 578.55%-565.7pp |
| Employer contribution / active EE | $16,233 | $4,896+231.5% | $3,786+328.8% | $4,876+232.9% |
| Participant deferral / active EE | $17,080 | $5,316+221.3% | $4,482+281.1% | $5,439+214.0% |
| Admin fee / account holder | $120 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |