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 9-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 | $274,080 | $176,056+55.7% | $159,436+71.9% | $167,490+63.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.38% | 331.75%-315.4pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $4,446 | $5,297-16.1% | $4,829-7.9% | $4,837-8.1% |
| Participant deferral / active EE | $9,881 | $7,750+27.5% | $7,352+34.4% | $6,341+55.8% |
| Admin fee / account holder | $191 | $12,554-98.5% | $10,799-98.2% | $12,309-98.5% |