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 | $392,756 | $114,381+243.4% | $107,525+265.3% | $142,382+175.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 17.96% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,481 | $4,015+36.5% | $3,754+46.0% | $4,299+27.5% |
| Participant deferral / active EE | $9,200 | $5,564+65.3% | $5,116+79.8% | $6,507+41.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |