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 5-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 | $785,988 | $214,378+266.6% | $200,582+291.9% | $142,382+452.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 21.17% | 46.41%-25.2pp | 42.33%-21.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $20,272 | $6,841+196.3% | $6,419+215.8% | $4,299+371.5% |
| Participant deferral / active EE | $16,133 | $9,865+63.5% | $9,331+72.9% | $6,507+147.9% |
| Admin fee / account holder | $80 | $17,692-99.5% | $16,305-99.5% | $12,624-99.4% |