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 | $306,052 | $179,726+70.3% | $156,263+95.9% | $142,382+115.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 16.65% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,495 | $5,069-50.8% | $4,333-42.4% | $4,299-42.0% |
| Participant deferral / active EE | $8,099 | $6,956+16.4% | $6,158+31.5% | $6,507+24.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |