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 | $294,252 | $177,572+65.7% | $154,803+90.1% | $142,382+106.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 18.29% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,538 | $4,810+15.1% | $4,305+28.6% | $4,299+28.8% |
| Participant deferral / active EE | $16,425 | $6,272+161.9% | $5,540+196.5% | $6,507+152.4% |
| Admin fee / account holder | -$597 | $16,786-103.6% | $14,329-104.2% | $12,624-104.7% |