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 | $393,881 | $183,963+114.1% | $162,163+142.9% | $152,861+157.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 32.00% | 150.76%-118.8pp | 115.59%-83.6pp | 345.32%-313.3pp |
| Employer contribution / active EE | $21,250 | $6,371+233.6% | $5,614+278.5% | $4,762+346.2% |
| Participant deferral / active EE | $13,667 | $8,034+70.1% | $7,298+87.3% | $5,850+133.6% |
| Admin fee / account holder | $30 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |