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 | $302,569 | $183,963+64.5% | $162,163+86.6% | $152,861+97.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.71% | 150.76%-136.1pp | 115.59%-100.9pp | 345.32%-330.6pp |
| Employer contribution / active EE | $5,636 | $6,371-11.5% | $5,614+0.4% | $4,762+18.3% |
| Participant deferral / active EE | $13,990 | $8,034+74.1% | $7,298+91.7% | $5,850+139.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |