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 | $329,025 | $127,777+157.5% | $106,548+208.8% | $167,490+96.4% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 14.49% | 33.87%-19.4pp | 26.80%-12.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,068 | $3,427-39.6% | $2,819-26.6% | $4,837-57.2% |
| Participant deferral / active EE | $10,264 | $5,087+101.8% | $4,398+133.4% | $6,341+61.9% |
| Admin fee / account holder | $8 | $11,228-99.9% | $7,407-99.9% | $12,309-99.9% |