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 | $325,681 | $209,411+55.5% | $178,490+82.5% | $158,922+104.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 21.28% | 188.75%-167.5pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $5,768 | $5,706+1.1% | $5,011+15.1% | $4,761+21.1% |
| Participant deferral / active EE | $12,475 | $5,954+109.5% | $5,202+139.8% | $5,982+108.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |