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 8-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 | $316,480 | $217,402+45.6% | $185,823+70.3% | $167,490+89.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.06% | 148.36%-120.3pp | 122.05%-94.0pp | 478.56%-450.5pp |
| Employer contribution / active EE | $4,343 | $5,873-26.1% | $5,167-16.0% | $4,837-10.2% |
| Participant deferral / active EE | $9,546 | $6,356+50.2% | $5,568+71.4% | $6,341+50.5% |
| Admin fee / account holder | $88 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |