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 | $253,574 | $117,983+114.9% | $101,794+149.1% | $142,382+78.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 12.74% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,697 | $4,714-21.6% | $4,084-9.5% | $6,507-43.2% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |