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 | $283,611 | $209,832+35.2% | $189,513+49.7% | $167,490+69.3% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 16.76% | 748.27%-731.5pp | 555.15%-538.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,070 | $6,914-55.6% | $6,162-50.2% | $4,837-36.5% |
| Participant deferral / active EE | $7,292 | $8,935-18.4% | $8,221-11.3% | $6,341+15.0% |
| Admin fee / account holder | $169 | $14,293-98.8% | $12,045-98.6% | $12,309-98.6% |