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 | $426,267 | $181,894+134.3% | $156,549+172.3% | $273,961+55.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.98% | 30.74%-20.8pp | 32.23%-22.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,429 | $6,248-61.1% | $5,501-55.8% | $4,869-50.1% |
| Participant deferral / active EE | $5,744 | $5,550+3.5% | $4,871+17.9% | $5,287+8.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |