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 | $383,992 | $183,519+109.2% | $155,509+146.9% | $145,922+163.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 24.53% | 61.17%-36.6pp | 64.67%-40.1pp | 561.29%-536.8pp |
| Employer contribution / active EE | $7,973 | $5,313+50.1% | $4,672+70.6% | $4,660+71.1% |
| Participant deferral / active EE | $6,230 | $6,462-3.6% | $5,626+10.7% | $6,688-6.8% |
| Admin fee / account holder | $173 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |