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 | $1,074,827 | $69,207+1453.1% | $64,056+1577.9% | $139,434+670.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.79% | 45.88%-23.1pp | 33.69%-10.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $7,575 | $3,182+138.1% | $2,747+175.8% | $4,751+59.4% |
| Participant deferral / active EE | $29,157 | $4,682+522.8% | $3,880+651.5% | $6,710+334.5% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |