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 | $360,612 | $214,378+68.2% | $200,582+79.8% | $142,382+153.3% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 14.90% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,178 | $6,841+4.9% | $6,419+11.8% | $4,299+67.0% |
| Participant deferral / active EE | $23,319 | $9,865+136.4% | $9,331+149.9% | $6,507+258.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |