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 | $264,272 | $114,381+131.0% | $107,525+145.8% | $142,382+85.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 22.65% | 242.71%-220.1pp | 181.32%-158.7pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,849 | $4,015-4.1% | $3,754+2.5% | $4,299-10.5% |
| Participant deferral / active EE | $10,715 | $5,564+92.6% | $5,116+109.5% | $6,507+64.7% |
| Admin fee / account holder | $219 | $9,860-97.8% | $8,919-97.5% | $12,624-98.3% |