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 | $270,822 | $176,056+53.8% | $159,436+69.9% | $167,490+61.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.27% | 331.75%-311.5pp | 263.57%-243.3pp | 478.56%-458.3pp |
| Employer contribution / active EE | $4,275 | $5,297-19.3% | $4,829-11.5% | $4,837-11.6% |
| Participant deferral / active EE | $8,093 | $7,750+4.4% | $7,352+10.1% | $6,341+27.6% |
| Admin fee / account holder | $86 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |