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 | $1,848,136 | $189,613+874.7% | $167,512+1003.3% | $142,382+1198.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.73% | 2024.68%-2005.9pp | 1615.79%-1597.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,470 | $4,349+2.8% | $3,882+15.2% | $4,299+4.0% |
| Participant deferral / active EE | $34,810 | $6,981+398.6% | $6,405+443.5% | $6,507+434.9% |
| Admin fee / account holder | $25 | $10,528-99.8% | $9,769-99.7% | $12,624-99.8% |