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 | $278,846 | $148,534+87.7% | $135,903+105.2% | $139,434+100.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 21.73% | 79.19%-57.5pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,863 | $5,243-64.5% | $4,856-61.6% | $4,751-60.8% |
| Participant deferral / active EE | $7,057 | $8,100-12.9% | $7,758-9.0% | $6,710+5.2% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |