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 | $406,369 | $117,983+244.4% | $101,794+299.2% | $142,382+185.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.51% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $14,915 | $2,773+437.9% | $2,289+551.6% | $4,299+246.9% |
| Participant deferral / active EE | $8,826 | $4,714+87.3% | $4,084+116.1% | $6,507+35.6% |
| Admin fee / account holder | $49 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |