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 | $396,856 | $183,519+116.2% | $155,509+155.2% | $145,922+172.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 29.32% | 61.17%-31.8pp | 64.67%-35.3pp | 561.29%-532.0pp |
| Employer contribution / active EE | $4,307 | $5,313-18.9% | $4,672-7.8% | $4,660-7.6% |
| Participant deferral / active EE | $9,355 | $6,462+44.8% | $5,626+66.3% | $6,688+39.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |