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 | $359,692 | $99,652+260.9% | $78,778+356.6% | $147,584+143.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 15.42% | 47.28%-31.9pp | 35.62%-20.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,813 | $2,796-35.1% | $1,986-8.7% | $4,876-62.8% |
| Participant deferral / active EE | $11,250 | $3,664+207.1% | $2,958+280.3% | $5,439+106.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |