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 | $287,848 | $124,281+131.6% | $109,143+163.7% | $167,490+71.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 11.81% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,418 | $4,207-66.3% | $3,722-61.9% | $4,837-70.7% |
| Participant deferral / active EE | $11,564 | $5,255+120.1% | $4,653+148.5% | $6,341+82.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |