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 | $369,255 | $159,901+130.9% | $146,958+151.3% | $145,922+153.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 17.24% | 98.13%-80.9pp | 418.34%-401.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $14,228 | $5,286+169.2% | $4,933+188.4% | $4,660+205.3% |
| Participant deferral / active EE | $17,271 | $8,428+104.9% | $8,070+114.0% | $6,688+158.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |