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 | $285,491 | $148,534+92.2% | $135,903+110.1% | $139,434+104.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.22% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,550 | $5,243-51.4% | $4,856-47.5% | $4,751-46.3% |
| Participant deferral / active EE | $7,344 | $8,100-9.3% | $7,758-5.3% | $6,710+9.4% |
| Admin fee / account holder | $101 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |