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 | $388,172 | $157,256+146.8% | $141,162+175.0% | $152,861+153.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 20.65% | 64.32%-43.7pp | 71.39%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,151 | $5,261-40.1% | $4,735-33.5% | $4,762-33.8% |
| Participant deferral / active EE | $13,054 | $7,109+83.6% | $6,709+94.6% | $5,850+123.1% |
| Admin fee / account holder | $28 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |