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 | $309,374 | $165,912+86.5% | $122,332+152.9% | $147,584+109.6% |
| Participation rate | 88.2% | 79.6%+8.7pp | 71.6%+16.6pp | 82.8%+5.4pp |
| Annual return | 19.65% | 34.55%-14.9pp | 30.27%-10.6pp | 578.55%-558.9pp |
| Employer contribution / active EE | $10,763 | $5,754+87.0% | $4,050+165.7% | $4,876+120.7% |
| Participant deferral / active EE | $9,744 | $4,005+143.3% | $3,287+196.5% | $5,439+79.2% |
| Admin fee / account holder | $6 | $7,424-99.9% | $5,478-99.9% | $10,885-99.9% |