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 | $399,745 | $150,187+166.2% | $120,354+232.1% | $145,922+173.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.96% | 154.07%-137.1pp | 107.15%-90.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $7,110 | $4,348+63.5% | $3,463+105.3% | $4,660+52.6% |
| Participant deferral / active EE | $3,360 | $6,173-45.6% | $4,991-32.7% | $6,688-49.8% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |