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 | $392,921 | $154,117+155.0% | $129,995+202.3% | $139,434+181.8% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 19.99% | 32.48%-12.5pp | -137.18%+157.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,686 | $5,289-49.2% | $4,320-37.8% | $4,751-43.5% |
| Participant deferral / active EE | $7,122 | $6,710+6.1% | $5,820+22.4% | $6,710+6.1% |
| Admin fee / account holder | $24 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |