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 | $444,340 | $177,572+150.2% | $154,803+187.0% | $142,382+212.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 13.91% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,396 | $4,810-29.4% | $4,305-21.1% | $4,299-21.0% |
| Participant deferral / active EE | $12,291 | $6,272+96.0% | $5,540+121.8% | $6,507+88.9% |
| Admin fee / account holder | $92 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |