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 | $258,687 | $197,591+30.9% | $177,821+45.5% | $158,922+62.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 112.20% | 58.76%+53.4pp | 48.32%+63.9pp | 302.83%-190.6pp |
| Employer contribution / active EE | $1,536 | $6,697-77.1% | $5,918-74.0% | $4,761-67.7% |
| Participant deferral / active EE | $6,400 | $8,405-23.9% | $7,714-17.0% | $5,982+7.0% |
| Admin fee / account holder | $298 | $15,399-98.1% | $12,427-97.6% | $11,246-97.4% |