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 | $512,689 | $115,770+342.9% | $101,248+406.4% | $158,922+222.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 17.40% | 56.14%-38.7pp | 46.47%-29.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,033 | $4,175+20.6% | $3,660+37.5% | $4,761+5.7% |
| Participant deferral / active EE | $14,300 | $4,957+188.5% | $4,370+227.2% | $5,982+139.0% |
| Admin fee / account holder | $50 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |