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 | $401,446 | $162,781+146.6% | $133,956+199.7% | $158,922+152.6% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 108.10% | 41.94%+66.2pp | 45.09%+63.0pp | 302.83%-194.7pp |
| Employer contribution / active EE | $2,768 | $4,975-44.4% | $3,919-29.4% | $4,761-41.9% |
| Participant deferral / active EE | $3,880 | $5,911-34.4% | $5,048-23.1% | $5,982-35.1% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |