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 | $649,289 | $209,411+210.1% | $178,490+263.8% | $158,922+308.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 11.11% | 188.75%-177.6pp | 151.07%-140.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $5,902 | $5,706+3.4% | $5,011+17.8% | $4,761+24.0% |
| Participant deferral / active EE | $13,501 | $5,954+126.7% | $5,202+159.6% | $5,982+125.7% |
| Admin fee / account holder | $264 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |