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 | $290,841 | $183,963+58.1% | $162,163+79.4% | $152,861+90.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.28% | 150.76%-122.5pp | 115.59%-87.3pp | 345.32%-317.0pp |
| Employer contribution / active EE | $6,945 | $6,371+9.0% | $5,614+23.7% | $4,762+45.8% |
| Participant deferral / active EE | $13,467 | $8,034+67.6% | $7,298+84.5% | $5,850+130.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |