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 | $587,181 | $149,734+292.1% | $118,925+393.7% | $158,922+269.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | 15.90% | 19.95%-4.0pp | 35.88%-20.0pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,149 | $4,115-23.5% | $3,263-3.5% | $4,761-33.9% |
| Participant deferral / active EE | $13,576 | $5,223+159.9% | $4,265+218.3% | $5,982+126.9% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |