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 | $253,033 | $165,335+53.0% | $149,696+69.0% | $158,922+59.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.28% | 348.15%-336.9pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $7,269 | $5,103+42.4% | $4,644+56.5% | $4,761+52.7% |
| Participant deferral / active EE | $3,008 | $7,181-58.1% | $6,842-56.0% | $5,982-49.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |