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 8-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 | $289,066 | $159,602+81.1% | $150,045+92.7% | $142,382+103.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.17% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $9,206 | $4,961+85.6% | $4,693+96.2% | $4,299+114.1% |
| Participant deferral / active EE | $13,731 | $8,310+65.2% | $7,997+71.7% | $6,507+111.0% |
| Admin fee / account holder | $127 | $14,846-99.1% | $13,435-99.1% | $12,624-99.0% |