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 | $535,680 | $150,187+256.7% | $120,354+345.1% | $145,922+267.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 14.57% | 154.07%-139.5pp | 107.15%-92.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $4,038 | $4,348-7.1% | $3,463+16.6% | $4,660-13.3% |
| Participant deferral / active EE | $13,261 | $6,173+114.8% | $4,991+165.7% | $6,688+98.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |