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 | $358,988 | $177,572+102.2% | $154,803+131.9% | $142,382+152.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.19% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,535 | $4,810+15.1% | $4,305+28.6% | $4,299+28.7% |
| Participant deferral / active EE | $8,996 | $6,272+43.4% | $5,540+62.4% | $6,507+38.2% |
| Admin fee / account holder | $35 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |