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 | $266,457 | $102,604+159.7% | $86,188+209.2% | $139,434+91.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.92% | 1922.51%-1912.6pp | 1168.45%-1158.5pp | 372.94%-363.0pp |
| Employer contribution / active EE | $3,419 | $3,032+12.7% | $2,380+43.6% | $4,751-28.0% |
| Participant deferral / active EE | $9,957 | $4,676+113.0% | $3,985+149.8% | $6,710+48.4% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |