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 | $276,148 | $159,901+72.7% | $146,958+87.9% | $145,922+89.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.06% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,529 | $5,286-33.2% | $4,933-28.5% | $4,660-24.3% |
| Participant deferral / active EE | $12,139 | $8,428+44.0% | $8,070+50.4% | $6,688+81.5% |
| Admin fee / account holder | $100 | $15,044-99.3% | $12,998-99.2% | $13,397-99.3% |