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 | $294,569 | $165,984+77.5% | $164,813+78.7% | $145,922+101.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.48% | 100.03%-83.6pp | 69.93%-53.5pp | 561.29%-544.8pp |
| Employer contribution / active EE | $12,451 | $5,273+136.1% | $4,341+186.8% | $4,660+167.2% |
| Participant deferral / active EE | $17,107 | $6,959+145.8% | $6,031+183.6% | $6,688+155.8% |
| Admin fee / account holder | $245 | $16,648-98.5% | $12,690-98.1% | $13,397-98.2% |