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 | $545,425 | $176,056+209.8% | $159,436+242.1% | $167,490+225.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.05% | 331.75%-307.7pp | 263.57%-239.5pp | 478.56%-454.5pp |
| Employer contribution / active EE | $7,799 | $5,297+47.2% | $4,829+61.5% | $4,837+61.2% |
| Participant deferral / active EE | $13,400 | $7,750+72.9% | $7,352+82.3% | $6,341+111.3% |
| Admin fee / account holder | $120 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |