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 | $282,290 | $118,680+137.9% | $98,907+185.4% | $158,922+77.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 27.44% | 372.35%-344.9pp | 196.43%-169.0pp | 302.83%-275.4pp |
| Employer contribution / active EE | $944 | $3,333-71.7% | $2,689-64.9% | $4,761-80.2% |
| Participant deferral / active EE | $3,737 | $5,088-26.5% | $4,244-11.9% | $5,982-37.5% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |