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 | $334,666 | $179,726+86.2% | $156,263+114.2% | $142,382+135.0% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.9%+6.1pp | 80.1%+4.9pp |
| Annual return | 20.19% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,365 | $5,069-33.6% | $4,333-22.3% | $4,299-21.7% |
| Participant deferral / active EE | $8,807 | $6,956+26.6% | $6,158+43.0% | $6,507+35.3% |
| Admin fee / account holder | $57 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |