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 | $268,461 | $131,829+103.6% | $108,579+147.2% | $273,961-2.0% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.6%+4.6pp | 83.0%+1.2pp |
| Annual return | 9.30% | -91.57%+100.9pp | -51.70%+61.0pp | 41.45%-32.1pp |
| Employer contribution / active EE | $12,648 | $4,912+157.5% | $3,758+236.5% | $4,869+159.8% |
| Participant deferral / active EE | $9,849 | $5,127+92.1% | $4,311+128.5% | $5,287+86.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |