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 | $557,438 | $185,822+200.0% | $169,993+227.9% | $139,434+299.8% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 14.28% | 60.50%-46.2pp | 53.37%-39.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $4,200 | $7,590-44.7% | $6,785-38.1% | $4,751-11.6% |
| Participant deferral / active EE | $16,705 | $11,622+43.7% | $10,408+60.5% | $6,710+148.9% |
| Admin fee / account holder | $5 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |