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 5-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 | $766,954 | $159,901+379.6% | $146,958+421.9% | $145,922+425.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.82% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,573 | $5,286-32.4% | $4,933-27.6% | $4,660-23.3% |
| Participant deferral / active EE | $5,296 | $8,428-37.2% | $8,070-34.4% | $6,688-20.8% |
| Admin fee / account holder | $155 | $15,044-99.0% | $12,998-98.8% | $13,397-98.8% |