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 | $397,021 | $197,591+100.9% | $177,821+123.3% | $158,922+149.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 16.05% | 58.76%-42.7pp | 48.32%-32.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $3,938 | $6,697-41.2% | $5,918-33.5% | $4,761-17.3% |
| Participant deferral / active EE | $7,513 | $8,405-10.6% | $7,714-2.6% | $5,982+25.6% |
| Admin fee / account holder | $215 | $15,399-98.6% | $12,427-98.3% | $11,246-98.1% |