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 | $326,316 | $109,982+196.7% | $97,226+235.6% | $145,922+123.6% |
| Participation rate | 86.7% | 75.9%+10.7pp | 72.7%+14.0pp | 80.3%+6.4pp |
| Annual return | 17.07% | 242.90%-225.8pp | 75.13%-58.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,748 | $3,084+21.5% | $2,729+37.3% | $4,660-19.6% |
| Participant deferral / active EE | $8,635 | $4,676+84.7% | $4,264+102.5% | $6,688+29.1% |
| Admin fee / account holder | $6 | $6,221-99.9% | $5,654-99.9% | $13,397-100.0% |