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 | $337,652 | $217,402+55.3% | $185,823+81.7% | $167,490+101.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.41% | 148.36%-136.0pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,438 | $5,873-41.5% | $5,167-33.5% | $4,837-28.9% |
| Participant deferral / active EE | $7,475 | $6,356+17.6% | $5,568+34.3% | $6,341+17.9% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |