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 | $388,428 | $159,602+143.4% | $150,045+158.9% | $142,382+172.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 226.84% | 70.24%+156.6pp | 62.55%+164.3pp | 217.08%+9.8pp |
| Employer contribution / active EE | $2,359 | $4,961-52.4% | $4,693-49.7% | $4,299-45.1% |
| Participant deferral / active EE | $5,875 | $8,310-29.3% | $7,997-26.5% | $6,507-9.7% |
| Admin fee / account holder | $43 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |