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 8-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 | $270,576 | $148,534+82.2% | $135,903+99.1% | $139,434+94.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.90% | 79.19%-63.3pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $5,466 | $5,243+4.2% | $4,856+12.5% | $4,751+15.0% |
| Participant deferral / active EE | $15,806 | $8,100+95.1% | $7,758+103.7% | $6,710+135.5% |
| Admin fee / account holder | $113 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |