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 | $265,208 | $197,591+34.2% | $177,821+49.1% | $158,922+66.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 32.95% | 58.76%-25.8pp | 48.32%-15.4pp | 302.83%-269.9pp |
| Employer contribution / active EE | $11,711 | $6,697+74.9% | $5,918+97.9% | $4,761+146.0% |
| Participant deferral / active EE | $5,873 | $8,405-30.1% | $7,714-23.9% | $5,982-1.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |