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 | $327,840 | $159,602+105.4% | $150,045+118.5% | $142,382+130.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 26.97% | 70.24%-43.3pp | 62.55%-35.6pp | 217.08%-190.1pp |
| Employer contribution / active EE | $2,774 | $4,961-44.1% | $4,693-40.9% | $4,299-35.5% |
| Participant deferral / active EE | $11,398 | $8,310+37.2% | $7,997+42.5% | $6,507+75.2% |
| Admin fee / account holder | $33 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |