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 | $333,845 | $114,047+192.7% | $96,139+247.3% | $167,490+99.3% |
| Participation rate | 72.7% | 75.1%-2.3pp | 68.4%+4.3pp | 82.1%-9.4pp |
| Annual return | 13.44% | 189.88%-176.4pp | 191.94%-178.5pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,878 | $3,427-45.2% | $2,797-32.8% | $4,837-61.2% |
| Participant deferral / active EE | $5,666 | $5,194+9.1% | $4,349+30.3% | $6,341-10.6% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |