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 | $278,308 | $115,770+140.4% | $101,248+174.9% | $158,922+75.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 15.79% | 56.14%-40.4pp | 46.47%-30.7pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,011 | $4,175-75.8% | $3,660-72.4% | $4,761-78.8% |
| Participant deferral / active EE | $1,643 | $4,957-66.9% | $4,370-62.4% | $5,982-72.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |