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 | $1,615,392 | $167,307+865.5% | $143,757+1023.7% | $134,475+1101.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.27% | 0.46%-12.7pp | -0.04%-12.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,196 | $5,619-60.9% | $4,951-55.7% | $4,740-53.7% |
| Participant deferral / active EE | $4,233 | $6,446-34.3% | $5,637-24.9% | $6,400-33.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |