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 | $532,867 | $185,822+186.8% | $169,993+213.5% | $139,434+282.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 31.60% | 60.50%-28.9pp | 53.37%-21.8pp | 372.94%-341.3pp |
| Employer contribution / active EE | $6,133 | $7,590-19.2% | $6,785-9.6% | $4,751+29.1% |
| Participant deferral / active EE | $12,402 | $11,622+6.7% | $10,408+19.2% | $6,710+84.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |