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 | $256,752 | $165,984+54.7% | $164,813+55.8% | $145,922+76.0% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 21.58% | 100.03%-78.5pp | 69.93%-48.4pp | 561.29%-539.7pp |
| Employer contribution / active EE | $4,443 | $5,273-15.7% | $4,341+2.3% | $4,660-4.7% |
| Participant deferral / active EE | $12,953 | $6,959+86.1% | $6,031+114.8% | $6,688+93.7% |
| Admin fee / account holder | $46 | $16,648-99.7% | $12,690-99.6% | $13,397-99.7% |