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 | $312,988 | $96,635+223.9% | $86,612+261.4% | $139,434+124.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 18.57% | 106.41%-87.8pp | 591.07%-572.5pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,284 | $3,263-30.0% | $3,022-24.4% | $4,751-51.9% |
| Participant deferral / active EE | $6,903 | $4,836+42.7% | $4,438+55.6% | $6,710+2.9% |
| Admin fee / account holder | $12 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |