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 | $317,307 | $157,256+101.8% | $141,162+124.8% | $152,861+107.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 24.66% | 64.32%-39.7pp | 71.39%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,810 | $5,261-27.6% | $4,735-19.5% | $4,762-20.0% |
| Participant deferral / active EE | $7,212 | $7,109+1.4% | $6,709+7.5% | $5,850+23.3% |
| Admin fee / account holder | $30 | $12,120-99.8% | $10,261-99.7% | $11,596-99.7% |