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 | $326,788 | $159,901+104.4% | $146,958+122.4% | $145,922+123.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.57% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $13,020 | $5,286+146.3% | $4,933+163.9% | $4,660+179.4% |
| Participant deferral / active EE | $10,313 | $8,428+22.4% | $8,070+27.8% | $6,688+54.2% |
| Admin fee / account holder | $48 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |