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 | $322,874 | $179,726+79.6% | $156,263+106.6% | $142,382+126.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.83% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,175 | $5,069-37.4% | $4,333-26.7% | $4,299-26.2% |
| Participant deferral / active EE | $16,299 | $6,956+134.3% | $6,158+164.7% | $6,507+150.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |