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 | $254,855 | $226,064+12.7% | $182,532+39.6% | $152,861+66.7% |
| Participation rate | 92.3% | 82.5%+9.9pp | 78.0%+14.3pp | 82.4%+9.9pp |
| Annual return | 22.02% | 192.51%-170.5pp | 148.54%-126.5pp | 345.32%-323.3pp |
| Employer contribution / active EE | $6,625 | $4,978+33.1% | $4,076+62.5% | $4,762+39.1% |
| Participant deferral / active EE | $8,908 | $6,368+39.9% | $5,524+61.3% | $5,850+52.3% |
| Admin fee / account holder | $295 | $10,703-97.2% | $8,592-96.6% | $11,596-97.5% |