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 | $314,949 | $177,572+77.4% | $154,803+103.5% | $142,382+121.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.74% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,591 | $4,810-46.1% | $4,305-39.8% | $4,299-39.7% |
| Participant deferral / active EE | $12,758 | $6,272+103.4% | $5,540+130.3% | $6,507+96.1% |
| Admin fee / account holder | $4 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |