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 | $271,206 | $99,020+173.9% | $86,590+213.2% | $147,584+83.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.01% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,756 | $3,132-12.0% | $2,839-2.9% | $4,876-43.5% |
| Participant deferral / active EE | $12,875 | $3,972+224.1% | $3,609+256.8% | $5,439+136.7% |
| Admin fee / account holder | -$276 | $5,710-104.8% | $4,906-105.6% | $10,885-102.5% |