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 | $329,373 | $110,257+198.7% | $96,544+241.2% | $139,434+136.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 17.96% | 26.32%-8.4pp | 25.84%-7.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,632 | $3,620+0.3% | $2,965+22.5% | $4,751-23.5% |
| Participant deferral / active EE | $12,624 | $5,548+127.5% | $4,851+160.2% | $6,710+88.1% |
| Admin fee / account holder | $9 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |