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 | $260,532 | $202,318+28.8% | $172,739+50.8% | $152,861+70.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.60% | 1029.65%-1011.1pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,500 | $5,856-57.3% | $5,143-51.4% | $4,762-47.5% |
| Participant deferral / active EE | $4,860 | $5,948-18.3% | $5,198-6.5% | $5,850-16.9% |
| Admin fee / account holder | $47 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |