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 8-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 | $1,436,995 | $112,096+1181.9% | $95,952+1397.6% | $158,922+804.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.93% | 171.09%-161.2pp | 91.61%-81.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $750 | $3,198-76.5% | $2,541-70.5% | $4,761-84.2% |
| Participant deferral / active EE | $15,167 | $4,784+217.0% | $4,167+264.0% | $5,982+153.5% |
| Admin fee / account holder | $50 | $10,130-99.5% | $6,795-99.3% | $11,246-99.6% |