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 | $251,828 | $154,117+63.4% | $129,995+93.7% | $139,434+80.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 14.20% | 32.48%-18.3pp | -137.18%+151.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,992 | $5,289-62.3% | $4,320-53.9% | $4,751-58.1% |
| Participant deferral / active EE | $8,790 | $6,710+31.0% | $5,820+51.0% | $6,710+31.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |