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 | $440,014 | $175,202+151.1% | $149,673+194.0% | $139,434+215.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.34% | 166.71%-145.4pp | 134.42%-113.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $5,838 | $5,474+6.6% | $4,818+21.2% | $4,751+22.9% |
| Participant deferral / active EE | $15,804 | $6,519+142.4% | $5,680+178.2% | $6,710+135.5% |
| Admin fee / account holder | $25 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |