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 | $421,913 | $177,572+137.6% | $154,803+172.5% | $142,382+196.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 22.02% | 65.07%-43.0pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,370 | $4,810-50.7% | $4,305-44.9% | $4,299-44.9% |
| Participant deferral / active EE | $9,178 | $6,272+46.3% | $5,540+65.6% | $6,507+41.0% |
| Admin fee / account holder | $10 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |