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 | $346,121 | $183,519+88.6% | $155,509+122.6% | $145,922+137.2% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 15.32% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-546.0pp |
| Employer contribution / active EE | $5,626 | $5,313+5.9% | $4,672+20.4% | $4,660+20.7% |
| Participant deferral / active EE | $4,192 | $6,462-35.1% | $5,626-25.5% | $6,688-37.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |