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 6-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 | $304,139 | $176,056+72.8% | $159,436+90.8% | $167,490+81.6% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 22.06% | 331.75%-309.7pp | 263.57%-241.5pp | 478.56%-456.5pp |
| Employer contribution / active EE | $2,919 | $5,297-44.9% | $4,829-39.6% | $4,837-39.7% |
| Participant deferral / active EE | $8,879 | $7,750+14.6% | $7,352+20.8% | $6,341+40.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |