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 | $273,362 | $228,332+19.7% | $185,823+47.1% | $158,922+72.0% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 22.84% | 40.80%-18.0pp | 35.95%-13.1pp | 302.83%-280.0pp |
| Employer contribution / active EE | $2,609 | $4,967-47.5% | $4,087-36.2% | $4,761-45.2% |
| Participant deferral / active EE | $8,732 | $6,415+36.1% | $5,632+55.0% | $5,982+46.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |