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 | $344,866 | $165,335+108.6% | $149,696+130.4% | $158,922+117.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 26.01% | 348.15%-322.1pp | 276.60%-250.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $3,471 | $5,103-32.0% | $4,644-25.3% | $4,761-27.1% |
| Participant deferral / active EE | $9,793 | $7,181+36.4% | $6,842+43.1% | $5,982+63.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |