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 | $383,407 | $115,882+230.9% | $100,516+281.4% | $158,922+141.3% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 9.33% | 34.79%-25.5pp | 30.89%-21.6pp | 302.83%-293.5pp |
| Employer contribution / active EE | $5,714 | $4,103+39.3% | $3,418+67.2% | $4,761+20.0% |
| Participant deferral / active EE | $14,163 | $6,674+112.2% | $6,270+125.9% | $5,982+136.8% |
| Admin fee / account holder | $68 | $10,995-99.4% | $8,081-99.2% | $11,246-99.4% |