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 | $253,877 | $228,332+11.2% | $185,823+36.6% | $158,922+59.7% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 8.55% | 40.80%-32.3pp | 35.95%-27.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $4,281 | $4,967-13.8% | $4,087+4.7% | $4,761-10.1% |
| Participant deferral / active EE | $7,413 | $6,415+15.6% | $5,632+31.6% | $5,982+23.9% |
| Admin fee / account holder | $100 | $11,864-99.2% | $9,500-99.0% | $11,246-99.1% |