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 | $338,656 | $183,519+84.5% | $155,509+117.8% | $145,922+132.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.27% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,741 | $5,313-67.2% | $4,672-62.7% | $4,660-62.6% |
| Participant deferral / active EE | $9,416 | $6,462+45.7% | $5,626+67.4% | $6,688+40.8% |
| Admin fee / account holder | $47 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |