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 | $397,823 | $140,588+183.0% | $123,104+223.2% | $125,391+217.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 5.68% | 16.80%-11.1pp | 13.22%-7.5pp | 282.22%-276.5pp |
| Employer contribution / active EE | $7,430 | $6,041+23.0% | $5,151+44.2% | $4,866+52.7% |
| Participant deferral / active EE | $18,992 | $6,980+172.1% | $6,230+204.9% | $5,352+254.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |