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 | $378,107 | $202,318+86.9% | $172,739+118.9% | $152,861+147.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.80% | 1029.65%-1006.9pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $11,063 | $5,856+88.9% | $5,143+115.1% | $4,762+132.3% |
| Participant deferral / active EE | $7,030 | $5,948+18.2% | $5,198+35.3% | $5,850+20.2% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |