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 | $278,884 | $148,534+87.8% | $135,903+105.2% | $139,434+100.0% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 24.35% | 79.19%-54.8pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $5,011 | $5,243-4.4% | $4,856+3.2% | $4,751+5.5% |
| Participant deferral / active EE | $11,100 | $8,100+37.0% | $7,758+43.1% | $6,710+65.4% |
| Admin fee / account holder | $2 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |