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 | $271,697 | $217,402+25.0% | $185,823+46.2% | $167,490+62.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 13.57% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,746 | $5,873-70.3% | $5,167-66.2% | $4,837-63.9% |
| Participant deferral / active EE | $9,895 | $6,356+55.7% | $5,568+77.7% | $6,341+56.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |