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 | $475,702 | $162,781+192.2% | $133,956+255.1% | $158,922+199.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.74% | 41.94%-23.2pp | 45.09%-26.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,672 | $4,975-46.3% | $3,919-31.8% | $4,761-43.9% |
| Participant deferral / active EE | $14,647 | $5,911+147.8% | $5,048+190.2% | $5,982+144.8% |
| Admin fee / account holder | $19 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |