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 | $412,209 | $162,781+153.2% | $133,956+207.7% | $158,922+159.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 26.92% | 41.94%-15.0pp | 45.09%-18.2pp | 302.83%-275.9pp |
| Employer contribution / active EE | $9,158 | $4,975+84.1% | $3,919+133.7% | $4,761+92.3% |
| Participant deferral / active EE | $13,941 | $5,911+135.9% | $5,048+176.2% | $5,982+133.0% |
| Admin fee / account holder | $13 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |