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 | $402,708 | $148,534+171.1% | $135,903+196.3% | $139,434+188.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 18.44% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $5,550 | $5,243+5.8% | $4,856+14.3% | $4,751+16.8% |
| Participant deferral / active EE | $11,490 | $8,100+41.9% | $7,758+48.1% | $6,710+71.2% |
| Admin fee / account holder | $254 | $12,400-98.0% | $10,762-97.6% | $11,403-97.8% |