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 | $411,912 | $176,056+134.0% | $159,436+158.4% | $167,490+145.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 14.50% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,401 | $5,297-73.6% | $4,829-71.0% | $4,837-71.0% |
| Participant deferral / active EE | $5,254 | $7,750-32.2% | $7,352-28.5% | $6,341-17.2% |
| Admin fee / account holder | $146 | $12,554-98.8% | $10,799-98.7% | $12,309-98.8% |