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 | $285,940 | $155,788+83.5% | $124,672+129.4% | $167,490+70.7% |
| Participation rate | 95.0% | 81.1%+13.9pp | 74.6%+20.4pp | 82.1%+12.9pp |
| Annual return | 30.86% | 17.97%+12.9pp | 5142.93%-5112.1pp | 478.56%-447.7pp |
| Employer contribution / active EE | $4,988 | $4,163+19.8% | $3,324+50.1% | $4,837+3.1% |
| Participant deferral / active EE | $3,043 | $5,673-46.4% | $4,614-34.0% | $6,341-52.0% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |