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 | $298,042 | $209,832+42.0% | $189,513+57.3% | $167,490+77.9% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 17.49% | 748.27%-730.8pp | 555.15%-537.7pp | 478.56%-461.1pp |
| Employer contribution / active EE | $4,066 | $6,914-41.2% | $6,162-34.0% | $4,837-15.9% |
| Participant deferral / active EE | $7,947 | $8,935-11.1% | $8,221-3.3% | $6,341+25.3% |
| Admin fee / account holder | $40 | $14,293-99.7% | $12,045-99.7% | $12,309-99.7% |