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 | $441,693 | $177,572+148.7% | $154,803+185.3% | $142,382+210.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.13% | 65.07%-44.9pp | 58.88%-38.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,433 | $4,810-49.4% | $4,305-43.5% | $4,299-43.4% |
| Participant deferral / active EE | $6,293 | $6,272+0.3% | $5,540+13.6% | $6,507-3.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |