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 | $407,319 | $171,865+137.0% | $149,718+172.1% | $147,584+176.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.53% | 2113.22%-2096.7pp | 1501.63%-1485.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $20,307 | $6,275+223.6% | $5,445+273.0% | $4,876+316.4% |
| Participant deferral / active EE | $15,086 | $7,271+107.5% | $6,569+129.7% | $5,439+177.4% |
| Admin fee / account holder | $260 | $13,799-98.1% | $11,283-97.7% | $10,885-97.6% |