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 | $670,277 | $70,606+849.3% | $53,898+1143.6% | $142,382+370.8% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 45.93% | 619.81%-573.9pp | 528.60%-482.7pp | 217.08%-171.1pp |
| Employer contribution / active EE | $1,535 | $1,202+27.7% | $932+64.7% | $4,299-64.3% |
| Participant deferral / active EE | $1,766 | $2,364-25.3% | $1,826-3.3% | $6,507-72.9% |
| Admin fee / account holder | $7 | $2,852-99.8% | $2,491-99.7% | $12,624-99.9% |