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 | $314,409 | $165,335+90.2% | $149,696+110.0% | $158,922+97.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 21.35% | 348.15%-326.8pp | 276.60%-255.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $12,638 | $5,103+147.7% | $4,644+172.1% | $4,761+165.4% |
| Participant deferral / active EE | $9,806 | $7,181+36.5% | $6,842+43.3% | $5,982+63.9% |
| Admin fee / account holder | $7 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |