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 | $303,076 | $217,402+39.4% | $185,823+63.1% | $167,490+81.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.66% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,926 | $5,873-50.2% | $5,167-43.4% | $4,837-39.5% |
| Participant deferral / active EE | $11,053 | $6,356+73.9% | $5,568+98.5% | $6,341+74.3% |
| Admin fee / account holder | $173 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |