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 | $324,970 | $177,572+83.0% | $154,803+109.9% | $142,382+128.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.93% | 65.07%-49.1pp | 58.88%-43.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,136 | $4,810+48.3% | $4,305+65.7% | $4,299+66.0% |
| Participant deferral / active EE | $24,834 | $6,272+296.0% | $5,540+348.2% | $6,507+281.6% |
| Admin fee / account holder | -$256 | $16,786-101.5% | $14,329-101.8% | $12,624-102.0% |