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 | $397,448 | $177,572+123.8% | $154,803+156.7% | $142,382+179.1% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 17.12% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $21,597 | $4,810+349.0% | $4,305+401.6% | $4,299+402.4% |
| Participant deferral / active EE | $12,113 | $6,272+93.1% | $5,540+118.6% | $6,507+86.1% |
| Admin fee / account holder | $258 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |