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 | $368,033 | $163,101+125.6% | $136,749+169.1% | $142,382+158.5% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 14.29% | 27.54%-13.3pp | 24.33%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,265 | $4,117+3.6% | $3,400+25.5% | $4,299-0.8% |
| Participant deferral / active EE | $11,103 | $5,585+98.8% | $4,692+136.6% | $6,507+70.6% |
| Admin fee / account holder | $172 | $14,318-98.8% | $11,386-98.5% | $12,624-98.6% |