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 | $287,378 | $209,832+37.0% | $189,513+51.6% | $167,490+71.6% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 19.72% | 748.27%-728.6pp | 555.15%-535.4pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,984 | $6,914-56.8% | $6,162-51.6% | $4,837-38.3% |
| Participant deferral / active EE | $13,543 | $8,935+51.6% | $8,221+64.7% | $6,341+113.6% |
| Admin fee / account holder | $10 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |