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 | $693,218 | $209,411+231.0% | $178,490+288.4% | $158,922+336.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 31.05% | 188.75%-157.7pp | 151.07%-120.0pp | 302.83%-271.8pp |
| Employer contribution / active EE | $4,651 | $5,706-18.5% | $5,011-7.2% | $4,761-2.3% |
| Participant deferral / active EE | $14,660 | $5,954+146.2% | $5,202+181.8% | $5,982+145.1% |
| Admin fee / account holder | $7 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |