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 | $530,297 | $197,591+168.4% | $177,821+198.2% | $158,922+233.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 10.93% | 58.76%-47.8pp | 48.32%-37.4pp | 302.83%-291.9pp |
| Employer contribution / active EE | $10,594 | $6,697+58.2% | $5,918+79.0% | $4,761+122.5% |
| Participant deferral / active EE | $8,769 | $8,405+4.3% | $7,714+13.7% | $5,982+46.6% |
| Admin fee / account holder | $1 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |