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 | $278,865 | $107,334+159.8% | $92,893+200.2% | $152,861+82.4% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 25.51% | 145.58%-120.1pp | 109.41%-83.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $6,471 | $4,221+53.3% | $3,653+77.2% | $4,762+35.9% |
| Participant deferral / active EE | $8,654 | $4,845+78.6% | $4,236+104.3% | $5,850+47.9% |
| Admin fee / account holder | $50 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |