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 | $288,450 | $209,411+37.7% | $178,490+61.6% | $158,922+81.5% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 15.09% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,160 | $5,706-62.1% | $5,011-56.9% | $4,761-54.6% |
| Participant deferral / active EE | $6,527 | $5,954+9.6% | $5,202+25.5% | $5,982+9.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |