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 6-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 | $326,917 | $165,335+97.7% | $149,696+118.4% | $158,922+105.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $960 | $5,103-81.2% | $4,644-79.3% | $4,761-79.8% |
| Participant deferral / active EE | $4,522 | $7,181-37.0% | $6,842-33.9% | $5,982-24.4% |
| Admin fee / account holder | $57 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |