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 | $250,854 | $111,754+124.5% | $103,333+142.8% | $145,922+71.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.62% | 24.77%-14.1pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $12,467 | $4,212+196.0% | $3,868+222.3% | $4,660+167.6% |
| Participant deferral / active EE | $7,160 | $5,619+27.4% | $5,057+41.6% | $6,688+7.1% |
| Admin fee / account holder | $1 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |