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 4-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 | $309,733 | $159,602+94.1% | $150,045+106.4% | $142,382+117.5% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 16.45% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,505 | $4,961-9.2% | $4,693-4.0% | $4,299+4.8% |
| Participant deferral / active EE | $14,314 | $8,310+72.2% | $7,997+79.0% | $6,507+120.0% |
| Admin fee / account holder | $193 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |