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 | $904,288 | $159,901+465.5% | $146,958+515.3% | $145,922+519.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 21.44% | 98.13%-76.7pp | 418.34%-396.9pp | 561.29%-539.8pp |
| Employer contribution / active EE | $4,904 | $5,286-7.2% | $4,933-0.6% | $4,660+5.2% |
| Participant deferral / active EE | $9,645 | $8,428+14.4% | $8,070+19.5% | $6,688+44.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |