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 | $469,442 | $176,812+165.5% | $146,665+220.1% | $167,490+180.3% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 18.98% | 24.03%-5.1pp | 22.74%-3.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,624 | $5,160-49.1% | $4,136-36.6% | $4,837-45.8% |
| Participant deferral / active EE | $13,461 | $6,440+109.0% | $5,506+144.5% | $6,341+112.3% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |