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 | $268,788 | $217,402+23.6% | $185,823+44.6% | $167,490+60.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.81% | 148.36%-132.6pp | 122.05%-106.2pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,175 | $5,873-45.9% | $5,167-38.6% | $4,837-34.4% |
| Participant deferral / active EE | $14,866 | $6,356+133.9% | $5,568+167.0% | $6,341+134.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |