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 | $443,723 | $159,901+177.5% | $146,958+201.9% | $145,922+204.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.37% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,087 | $5,286-60.5% | $4,933-57.7% | $4,660-55.2% |
| Participant deferral / active EE | $2,668 | $8,428-68.3% | $8,070-66.9% | $6,688-60.1% |
| Admin fee / account holder | $214 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |