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 | $313,020 | $159,602+96.1% | $150,045+108.6% | $142,382+119.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 14.21% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,439 | $4,961-50.8% | $4,693-48.0% | $4,299-43.3% |
| Participant deferral / active EE | $4,663 | $8,310-43.9% | $7,997-41.7% | $6,507-28.3% |
| Admin fee / account holder | $109 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |