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 | $433,744 | $157,256+175.8% | $141,162+207.3% | $152,861+183.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 32.49% | 64.32%-31.8pp | 71.39%-38.9pp | 345.32%-312.8pp |
| Employer contribution / active EE | $4,097 | $5,261-22.1% | $4,735-13.5% | $4,762-14.0% |
| Participant deferral / active EE | $5,872 | $7,109-17.4% | $6,709-12.5% | $5,850+0.4% |
| Admin fee / account holder | $107 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |