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 | $260,509 | $159,901+62.9% | $146,958+77.3% | $145,922+78.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.39% | 98.13%-74.7pp | 418.34%-394.9pp | 561.29%-537.9pp |
| Employer contribution / active EE | $5,182 | $5,286-2.0% | $4,933+5.1% | $4,660+11.2% |
| Participant deferral / active EE | $6,302 | $8,428-25.2% | $8,070-21.9% | $6,688-5.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |