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 | $336,418 | $202,318+66.3% | $172,739+94.8% | $152,861+120.1% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 30.02% | 1029.65%-999.6pp | 802.84%-772.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $8,837 | $5,856+50.9% | $5,143+71.8% | $4,762+85.6% |
| Participant deferral / active EE | $6,884 | $5,948+15.7% | $5,198+32.4% | $5,850+17.7% |
| Admin fee / account holder | $172 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |