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 | $263,675 | $100,773+161.7% | $88,946+196.4% | $142,382+85.2% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 11.41% | 70.18%-58.8pp | 57.82%-46.4pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,215 | $2,918-24.1% | $2,555-13.3% | $4,299-48.5% |
| Participant deferral / active EE | $6,666 | $5,230+27.5% | $4,581+45.5% | $6,507+2.4% |
| Admin fee / account holder | $15 | $9,693-99.9% | $8,261-99.8% | $12,624-99.9% |