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 | $427,573 | $159,602+167.9% | $150,045+185.0% | $142,382+200.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.56% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $8,247 | $4,961+66.2% | $4,693+75.7% | $4,299+91.8% |
| Participant deferral / active EE | $23,600 | $8,310+184.0% | $7,997+195.1% | $6,507+262.7% |
| Admin fee / account holder | $116 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |