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 | $276,495 | $150,440+83.8% | $136,294+102.9% | $147,584+87.3% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 17.69% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,353 | $5,256-17.2% | $4,695-7.3% | $4,876-10.7% |
| Participant deferral / active EE | $12,436 | $6,630+87.6% | $6,247+99.1% | $5,439+128.7% |
| Admin fee / account holder | $168 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |