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 | $294,780 | $217,402+35.6% | $185,823+58.6% | $167,490+76.0% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 11.25% | 148.36%-137.1pp | 122.05%-110.8pp | 478.56%-467.3pp |
| Employer contribution / active EE | $11,265 | $5,873+91.8% | $5,167+118.0% | $4,837+132.9% |
| Participant deferral / active EE | $6,779 | $6,356+6.7% | $5,568+21.8% | $6,341+6.9% |
| Admin fee / account holder | -$372 | $19,811-101.9% | $16,237-102.3% | $12,309-103.0% |