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 | $364,858 | $105,859+244.7% | $90,160+304.7% | $147,584+147.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.35% | 37.63%-22.3pp | 34.88%-19.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $14,359 | $4,126+248.0% | $3,318+332.8% | $4,876+194.5% |
| Participant deferral / active EE | $8,000 | $5,733+39.5% | $5,288+51.3% | $5,439+47.1% |
| Admin fee / account holder | $222 | $8,046-97.2% | $5,943-96.3% | $10,885-98.0% |