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 4-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 | $305,357 | $183,519+66.4% | $155,509+96.4% | $145,922+109.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.36% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $9,762 | $5,313+83.7% | $4,672+108.9% | $4,660+109.5% |
| Participant deferral / active EE | $6,215 | $6,462-3.8% | $5,626+10.5% | $6,688-7.1% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |