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 | $294,907 | $177,572+66.1% | $154,803+90.5% | $142,382+107.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 13.57% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,586 | $4,810-67.0% | $4,305-63.2% | $4,299-63.1% |
| Participant deferral / active EE | $8,158 | $6,272+30.1% | $5,540+47.2% | $6,507+25.4% |
| Admin fee / account holder | $90 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |