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 | $260,665 | $209,832+24.2% | $189,513+37.5% | $167,490+55.6% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 15.43% | 748.27%-732.8pp | 555.15%-539.7pp | 478.56%-463.1pp |
| Employer contribution / active EE | $6,072 | $6,914-12.2% | $6,162-1.5% | $4,837+25.5% |
| Participant deferral / active EE | $13,702 | $8,935+53.4% | $8,221+66.7% | $6,341+116.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |