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 | $285,074 | $183,519+55.3% | $155,509+83.3% | $145,922+95.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.78% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $8,014 | $5,313+50.8% | $4,672+71.5% | $4,660+72.0% |
| Participant deferral / active EE | $9,031 | $6,462+39.7% | $5,626+60.5% | $6,688+35.0% |
| Admin fee / account holder | $145 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |