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 | $277,036 | $183,519+51.0% | $155,509+78.1% | $145,922+89.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 30.65% | 61.17%-30.5pp | 64.67%-34.0pp | 561.29%-530.6pp |
| Employer contribution / active EE | $1,042 | $5,313-80.4% | $4,672-77.7% | $4,660-77.6% |
| Participant deferral / active EE | $8,804 | $6,462+36.2% | $5,626+56.5% | $6,688+31.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |