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 | $266,283 | $118,680+124.4% | $98,907+169.2% | $158,922+67.6% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 27.66% | 372.35%-344.7pp | 196.43%-168.8pp | 302.83%-275.2pp |
| Employer contribution / active EE | $988 | $3,333-70.4% | $2,689-63.3% | $4,761-79.3% |
| Participant deferral / active EE | $9,054 | $5,088+78.0% | $4,244+113.3% | $5,982+51.3% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |