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 | $267,676 | $124,319+115.3% | $111,297+140.5% | $167,490+59.8% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 17.41% | 37.44%-20.0pp | 54.65%-37.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $987 | $3,435-71.3% | $2,731-63.9% | $4,837-79.6% |
| Participant deferral / active EE | $8,011 | $5,180+54.6% | $4,487+78.5% | $6,341+26.3% |
| Admin fee / account holder | $291 | $10,618-97.3% | $7,964-96.4% | $12,309-97.6% |