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 | $454,936 | $84,402+439.0% | $61,373+641.3% | $134,475+238.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 80.66% | 584.55%-503.9pp | 338.61%-257.9pp | 417.96%-337.3pp |
| Employer contribution / active EE | $1,007 | $1,544-34.8% | $1,159-13.1% | $4,740-78.8% |
| Participant deferral / active EE | $2,014 | $2,819-28.6% | $2,125-5.2% | $6,400-68.5% |
| Admin fee / account holder | $250 | $2,585-90.3% | $2,130-88.3% | $11,426-97.8% |