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 | $400,082 | $99,918+300.4% | $81,382+391.6% | $145,922+174.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 15.21% | 34.32%-19.1pp | 24.73%-9.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $7,887 | $2,978+164.9% | $2,463+220.3% | $4,660+69.3% |
| Participant deferral / active EE | $13,429 | $4,605+191.6% | $3,883+245.8% | $6,688+100.8% |
| Admin fee / account holder | $19 | $8,212-99.8% | $5,768-99.7% | $13,397-99.9% |