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 | $274,377 | $157,256+74.5% | $141,162+94.4% | $152,861+79.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 26.06% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,000 | $5,261-43.0% | $4,735-36.6% | $4,762-37.0% |
| Participant deferral / active EE | $11,106 | $7,109+56.2% | $6,709+65.5% | $5,850+89.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |