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 | $372,755 | $175,202+112.8% | $149,673+149.0% | $139,434+167.3% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 20.24% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,144 | $5,474-60.8% | $4,818-55.5% | $4,751-54.9% |
| Participant deferral / active EE | $8,337 | $6,519+27.9% | $5,680+46.8% | $6,710+24.2% |
| Admin fee / account holder | $227 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |