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 | $425,952 | $107,452+296.4% | $91,541+365.3% | $142,382+199.2% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.8%+3.0pp | 80.1%-7.4pp |
| Annual return | 18.07% | 22.06%-4.0pp | 20.50%-2.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,593 | $2,994+20.0% | $2,505+43.5% | $4,299-16.4% |
| Participant deferral / active EE | $16,165 | $4,754+240.0% | $4,008+303.3% | $6,507+148.4% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |