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 7-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 | $256,826 | $159,901+60.6% | $146,958+74.8% | $145,922+76.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 22.70% | 98.13%-75.4pp | 418.34%-395.6pp | 561.29%-538.6pp |
| Employer contribution / active EE | $11,573 | $5,286+118.9% | $4,933+134.6% | $4,660+148.4% |
| Participant deferral / active EE | $10,728 | $8,428+27.3% | $8,070+32.9% | $6,688+60.4% |
| Admin fee / account holder | $252 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |