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 | $349,752 | $201,272+73.8% | $184,203+89.9% | $145,922+139.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 12.34% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,043 | $7,022-70.9% | $6,427-68.2% | $4,660-56.1% |
| Participant deferral / active EE | $13,831 | $9,806+41.1% | $9,131+51.5% | $6,688+106.8% |
| Admin fee / account holder | $49 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |