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 | $359,799 | $217,402+65.5% | $185,823+93.6% | $167,490+114.8% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 13.25% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $10,526 | $5,873+79.2% | $5,167+103.7% | $4,837+117.6% |
| Participant deferral / active EE | $5,768 | $6,356-9.3% | $5,568+3.6% | $6,341-9.0% |
| Admin fee / account holder | $260 | $19,811-98.7% | $16,237-98.4% | $12,309-97.9% |