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 | $302,637 | $159,602+89.6% | $150,045+101.7% | $142,382+112.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 16.19% | 70.24%-54.0pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,085 | $4,961-78.1% | $4,693-76.9% | $4,299-74.8% |
| Participant deferral / active EE | $12,790 | $8,310+53.9% | $7,997+59.9% | $6,507+96.5% |
| Admin fee / account holder | $274 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |