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 | $298,871 | $124,281+140.5% | $109,143+173.8% | $167,490+78.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 21.28% | 26.04%-4.8pp | 25.75%-4.5pp | 478.56%-457.3pp |
| Employer contribution / active EE | $3,969 | $4,207-5.7% | $3,722+6.6% | $4,837-17.9% |
| Participant deferral / active EE | $5,753 | $5,255+9.5% | $4,653+23.6% | $6,341-9.3% |
| Admin fee / account holder | $12 | $7,970-99.9% | $6,752-99.8% | $12,309-99.9% |