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 | $396,953 | $179,726+120.9% | $156,263+154.0% | $142,382+178.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 13.61% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,765 | $5,069-25.7% | $4,333-13.1% | $4,299-12.4% |
| Participant deferral / active EE | $10,637 | $6,956+52.9% | $6,158+72.7% | $6,507+63.5% |
| Admin fee / account holder | $2 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |