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 | $269,306 | $102,966+161.5% | $90,281+198.3% | $152,861+76.2% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 20.76% | 95.16%-74.4pp | 78.10%-57.3pp | 345.32%-324.6pp |
| Employer contribution / active EE | $8,183 | $3,139+160.7% | $2,854+186.7% | $4,762+71.8% |
| Participant deferral / active EE | $2,035 | $4,281-52.5% | $3,885-47.6% | $5,850-65.2% |
| Admin fee / account holder | $25 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |