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 | $319,221 | $112,096+184.8% | $95,952+232.7% | $158,922+100.9% |
| Participation rate | 70.6% | 79.0%-8.4pp | 77.1%-6.5pp | 82.0%-11.4pp |
| Annual return | 13.27% | 171.09%-157.8pp | 91.61%-78.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,111 | $3,198-65.2% | $2,541-56.3% | $4,761-76.7% |
| Participant deferral / active EE | $6,960 | $4,784+45.5% | $4,167+67.0% | $5,982+16.3% |
| Admin fee / account holder | $8 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |