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 10-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 | $314,755 | $159,602+97.2% | $150,045+109.8% | $142,382+121.1% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 16.75% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,710 | $4,961-45.4% | $4,693-42.3% | $4,299-37.0% |
| Participant deferral / active EE | $9,439 | $8,310+13.6% | $7,997+18.0% | $6,507+45.0% |
| Admin fee / account holder | $167 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |