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 | $274,488 | $175,202+56.7% | $149,673+83.4% | $139,434+96.9% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 17.27% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,587 | $5,474-34.5% | $4,818-25.5% | $4,751-24.5% |
| Participant deferral / active EE | $6,597 | $6,519+1.2% | $5,680+16.1% | $6,710-1.7% |
| Admin fee / account holder | $159 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |