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 | $373,411 | $157,256+137.5% | $141,162+164.5% | $152,861+144.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.19% | 64.32%-40.1pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $10,425 | $5,261+98.2% | $4,735+120.2% | $4,762+118.9% |
| Participant deferral / active EE | $4,350 | $7,109-38.8% | $6,709-35.2% | $5,850-25.6% |
| Admin fee / account holder | $9 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |