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 | $422,966 | $82,286+414.0% | $68,791+514.9% | $134,475+214.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | 12.40% | -2.19%+14.6pp | -6.38%+18.8pp | 417.96%-405.6pp |
| Employer contribution / active EE | $17,520 | $3,301+430.8% | $2,655+559.8% | $4,740+269.6% |
| Participant deferral / active EE | $13,490 | $4,739+184.7% | $3,941+242.3% | $6,400+110.8% |
| Admin fee / account holder | $1 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |