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 | $293,563 | $189,613+54.8% | $167,512+75.2% | $142,382+106.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 12.84% | 2024.68%-2011.8pp | 1615.79%-1603.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,278 | $4,349-70.6% | $3,882-67.1% | $4,299-70.3% |
| Participant deferral / active EE | $8,238 | $6,981+18.0% | $6,405+28.6% | $6,507+26.6% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |