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 10-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 | $429,508 | $88,594+384.8% | $70,092+512.8% | $134,475+219.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -1.47% | 442.67%-444.1pp | 190.73%-192.2pp | 417.96%-419.4pp |
| Employer contribution / active EE | $3,053 | $3,233-5.6% | $2,559+19.3% | $4,740-35.6% |
| Participant deferral / active EE | $10,440 | $4,772+118.8% | $3,849+171.3% | $6,400+63.1% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |