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 | $406,027 | $177,572+128.7% | $154,803+162.3% | $142,382+185.2% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 24.16% | 65.07%-40.9pp | 58.88%-34.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,303 | $4,810-72.9% | $4,305-69.7% | $4,299-69.7% |
| Participant deferral / active EE | $8,670 | $6,272+38.2% | $5,540+56.5% | $6,507+33.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |