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 | $374,254 | $116,175+222.1% | $93,606+299.8% | $152,861+144.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.07% | 35.96%-15.9pp | 32.76%-12.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $13,933 | $3,218+333.0% | $2,718+412.6% | $4,762+192.6% |
| Participant deferral / active EE | $22,086 | $4,603+379.8% | $4,069+442.8% | $5,850+277.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |