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 | $469,768 | $171,865+173.3% | $149,718+213.8% | $147,584+218.3% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 9.32% | 2113.22%-2103.9pp | 1501.63%-1492.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $3,861 | $6,275-38.5% | $5,445-29.1% | $4,876-20.8% |
| Participant deferral / active EE | $7,843 | $7,271+7.9% | $6,569+19.4% | $5,439+44.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |