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 | $290,974 | $165,335+76.0% | $149,696+94.4% | $158,922+83.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 22.65% | 348.15%-325.5pp | 276.60%-254.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,977 | $5,103-61.3% | $4,644-57.4% | $4,761-58.5% |
| Participant deferral / active EE | $2,424 | $7,181-66.2% | $6,842-64.6% | $5,982-59.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |