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 | $255,281 | $179,726+42.0% | $156,263+63.4% | $142,382+79.3% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 12.52% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,866 | $5,069-63.2% | $4,333-56.9% | $4,299-56.6% |
| Participant deferral / active EE | $6,738 | $6,956-3.1% | $6,158+9.4% | $6,507+3.5% |
| Admin fee / account holder | $169 | $17,272-99.0% | $14,255-98.8% | $12,624-98.7% |