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 | $340,469 | $185,200+83.8% | $142,863+138.3% | $167,490+103.3% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 9.06% | 8555.70%-8546.6pp | 5637.54%-5628.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $1,940 | $5,604-65.4% | $4,144-53.2% | $4,837-59.9% |
| Participant deferral / active EE | $8,092 | $4,494+80.1% | $3,837+110.9% | $6,341+27.6% |
| Admin fee / account holder | $23 | $8,031-99.7% | $6,560-99.7% | $12,309-99.8% |