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 | $367,007 | $172,478+112.8% | $145,661+152.0% | $142,382+157.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.86% | 151.09%-132.2pp | 101.46%-82.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $11,202 | $4,899+128.7% | $4,238+164.4% | $4,299+160.6% |
| Participant deferral / active EE | $11,646 | $8,348+39.5% | $7,198+61.8% | $6,507+79.0% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |