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 | $265,206 | $105,859+150.5% | $90,160+194.2% | $147,584+79.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.62% | 37.63%-20.0pp | 34.88%-17.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,127 | $4,126-24.2% | $3,318-5.8% | $4,876-35.9% |
| Participant deferral / active EE | $12,923 | $5,733+125.4% | $5,288+144.4% | $5,439+137.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |