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 | $370,186 | $163,101+127.0% | $136,749+170.7% | $142,382+160.0% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 16.74% | 27.54%-10.8pp | 24.33%-7.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,730 | $4,117-58.0% | $3,400-49.1% | $4,299-59.8% |
| Participant deferral / active EE | $2,243 | $5,585-59.8% | $4,692-52.2% | $6,507-65.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |