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 9-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 | $330,545 | $183,963+79.7% | $162,163+103.8% | $152,861+116.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.88% | 150.76%-124.9pp | 115.59%-89.7pp | 345.32%-319.4pp |
| Employer contribution / active EE | $15,397 | $6,371+141.7% | $5,614+174.3% | $4,762+223.3% |
| Participant deferral / active EE | $6,550 | $8,034-18.5% | $7,298-10.3% | $5,850+12.0% |
| Admin fee / account holder | $18 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |