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 | $302,651 | $96,635+213.2% | $86,612+249.4% | $139,434+117.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.17% | 106.41%-89.2pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $6,032 | $3,263+84.8% | $3,022+99.6% | $4,751+27.0% |
| Participant deferral / active EE | $15,662 | $4,836+223.9% | $4,438+252.9% | $6,710+133.4% |
| Admin fee / account holder | $138 | $6,408-97.8% | $5,614-97.5% | $11,403-98.8% |