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 | $597,438 | $201,272+196.8% | $184,203+224.3% | $145,922+309.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 14.75% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $6,634 | $7,022-5.5% | $6,427+3.2% | $4,660+42.4% |
| Participant deferral / active EE | $12,493 | $9,806+27.4% | $9,131+36.8% | $6,688+86.8% |
| Admin fee / account holder | $26 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |