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 | $299,009 | $183,963+62.5% | $162,163+84.4% | $152,861+95.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 65.35% | 150.76%-85.4pp | 115.59%-50.2pp | 345.32%-280.0pp |
| Employer contribution / active EE | $8,767 | $6,371+37.6% | $5,614+56.2% | $4,762+84.1% |
| Participant deferral / active EE | $9,500 | $8,034+18.2% | $7,298+30.2% | $5,850+62.4% |
| Admin fee / account holder | $297 | $13,121-97.7% | $10,843-97.3% | $11,596-97.4% |