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 | $311,827 | $100,773+209.4% | $88,946+250.6% | $142,382+119.0% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 41.57% | 70.18%-28.6pp | 57.82%-16.3pp | 217.08%-175.5pp |
| Employer contribution / active EE | $14,229 | $2,918+387.7% | $2,555+456.9% | $4,299+231.0% |
| Participant deferral / active EE | $16,174 | $5,230+209.2% | $4,581+253.0% | $6,507+148.6% |
| Admin fee / account holder | $67 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |