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 | $317,373 | $202,318+56.9% | $172,739+83.7% | $152,861+107.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 18.63% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $6,838 | $5,856+16.8% | $5,143+33.0% | $4,762+43.6% |
| Participant deferral / active EE | $5,362 | $5,948-9.9% | $5,198+3.2% | $5,850-8.4% |
| Admin fee / account holder | $185 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |