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 | $336,695 | $159,901+110.6% | $146,958+129.1% | $145,922+130.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.13% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $6,382 | $5,286+20.7% | $4,933+29.4% | $4,660+37.0% |
| Participant deferral / active EE | $42,582 | $8,428+405.2% | $8,070+427.7% | $6,688+536.7% |
| Admin fee / account holder | $270 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |