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 | $368,931 | $165,335+123.1% | $149,696+146.5% | $158,922+132.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 47.48% | 348.15%-300.7pp | 276.60%-229.1pp | 302.83%-255.3pp |
| Employer contribution / active EE | $1,869 | $5,103-63.4% | $4,644-59.7% | $4,761-60.7% |
| Participant deferral / active EE | $7,244 | $7,181+0.9% | $6,842+5.9% | $5,982+21.1% |
| Admin fee / account holder | $25 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |