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 | $362,827 | $175,202+107.1% | $149,673+142.4% | $139,434+160.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.06% | 166.71%-148.6pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,761 | $5,474-31.3% | $4,818-21.9% | $4,751-20.8% |
| Participant deferral / active EE | $9,178 | $6,519+40.8% | $5,680+61.6% | $6,710+36.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |