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 | $438,886 | $165,335+165.5% | $149,696+193.2% | $158,922+176.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.88% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $4,390 | $5,103-14.0% | $4,644-5.5% | $4,761-7.8% |
| Participant deferral / active EE | $6,124 | $7,181-14.7% | $6,842-10.5% | $5,982+2.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |