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 | $299,357 | $96,305+210.8% | $80,569+271.6% | $139,434+114.7% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 21.05% | 1350.08%-1329.0pp | 935.43%-914.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,958 | $3,262-40.0% | $2,723-28.1% | $4,751-58.8% |
| Participant deferral / active EE | $7,453 | $5,232+42.4% | $4,447+67.6% | $6,710+11.1% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |