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 | $251,719 | $210,648+19.5% | $177,989+41.4% | $145,922+72.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.04% | 385.86%-375.8pp | 294.48%-284.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $853 | $4,565-81.3% | $3,949-78.4% | $4,660-81.7% |
| Participant deferral / active EE | $5,413 | $6,958-22.2% | $6,276-13.8% | $6,688-19.1% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |