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 | $253,215 | $99,341+154.9% | $84,750+198.8% | $273,961-7.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.52% | 22.93%-18.4pp | 22.78%-18.3pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,574 | $4,214-38.9% | $3,574-28.0% | $4,869-47.1% |
| Participant deferral / active EE | $7,722 | $4,269+80.9% | $3,712+108.0% | $5,287+46.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |