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 | $710,409 | $159,602+345.1% | $150,045+373.5% | $142,382+398.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 32.93% | 70.24%-37.3pp | 62.55%-29.6pp | 217.08%-184.2pp |
| Employer contribution / active EE | $2,124 | $4,961-57.2% | $4,693-54.7% | $4,299-50.6% |
| Participant deferral / active EE | $5,720 | $8,310-31.2% | $7,997-28.5% | $6,507-12.1% |
| Admin fee / account holder | $30 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |