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 | $256,811 | $175,202+46.6% | $149,673+71.6% | $139,434+84.2% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 15.31% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,078 | $5,474-43.8% | $4,818-36.1% | $4,751-35.2% |
| Participant deferral / active EE | $13,568 | $6,519+108.1% | $5,680+138.9% | $6,710+102.2% |
| Admin fee / account holder | $9 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |