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 | $399,244 | $118,427+237.1% | $66,042+504.5% | $142,382+180.4% |
| Participation rate | 91.7% | 68.1%+23.5pp | 67.5%+24.2pp | 80.1%+11.5pp |
| Annual return | 15.83% | 35.57%-19.7pp | 52.11%-36.3pp | 217.08%-201.2pp |
| Employer contribution / active EE | $11,273 | $2,570+338.7% | $1,579+613.8% | $4,299+162.2% |
| Participant deferral / active EE | $11,326 | $4,311+162.7% | $2,835+299.4% | $6,507+74.1% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |