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 | $305,320 | $117,983+158.8% | $101,794+199.9% | $142,382+114.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 11.74% | 36.92%-25.2pp | 30.53%-18.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,311 | $2,773+55.5% | $2,289+88.3% | $4,299+0.3% |
| Participant deferral / active EE | $14,427 | $4,714+206.1% | $4,084+253.2% | $6,507+121.7% |
| Admin fee / account holder | $9 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |