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 | $440,399 | $109,817+301.0% | $98,442+347.4% | $167,490+162.9% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 21.98% | 1956.69%-1934.7pp | 1492.73%-1470.7pp | 478.56%-456.6pp |
| Employer contribution / active EE | $3,948 | $3,224+22.4% | $2,960+33.4% | $4,837-18.4% |
| Participant deferral / active EE | $13,323 | $4,673+185.1% | $4,276+211.6% | $6,341+110.1% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |