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 | $313,429 | $209,411+49.7% | $178,490+75.6% | $158,922+97.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 48.42% | 188.75%-140.3pp | 151.07%-102.6pp | 302.83%-254.4pp |
| Employer contribution / active EE | $8,957 | $5,706+57.0% | $5,011+78.8% | $4,761+88.1% |
| Participant deferral / active EE | $9,100 | $5,954+52.8% | $5,202+74.9% | $5,982+52.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |