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 | $283,677 | $198,466+42.9% | $170,442+66.4% | $147,584+92.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.79% | 257.29%-246.5pp | 205.93%-195.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $4,540 | $6,184-26.6% | $5,433-16.4% | $4,876-6.9% |
| Participant deferral / active EE | $11,261 | $5,629+100.0% | $4,939+128.0% | $5,439+107.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |