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 | $330,163 | $133,922+146.5% | $116,228+184.1% | $142,382+131.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 19.53% | 147.76%-128.2pp | 90.06%-70.5pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,903 | $3,446+13.3% | $2,994+30.3% | $4,299-9.2% |
| Participant deferral / active EE | $5,552 | $5,672-2.1% | $4,953+12.1% | $6,507-14.7% |
| Admin fee / account holder | $282 | $14,945-98.1% | $11,989-97.6% | $12,624-97.8% |