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 | $336,858 | $202,318+66.5% | $172,739+95.0% | $152,861+120.4% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 25.23% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,783 | $5,856-69.6% | $5,143-65.3% | $4,762-62.6% |
| Participant deferral / active EE | $10,473 | $5,948+76.1% | $5,198+101.5% | $5,850+79.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |