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 | $283,862 | $165,335+71.7% | $149,696+89.6% | $158,922+78.6% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 8.23% | 348.15%-339.9pp | 276.60%-268.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $4,654 | $5,103-8.8% | $4,644+0.2% | $4,761-2.2% |
| Participant deferral / active EE | $10,129 | $7,181+41.0% | $6,842+48.0% | $5,982+69.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |