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 | $293,857 | $181,894+61.6% | $156,549+87.7% | $273,961+7.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.50% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $6,634 | $6,248+6.2% | $5,501+20.6% | $4,869+36.3% |
| Participant deferral / active EE | $1,982 | $5,550-64.3% | $4,871-59.3% | $5,287-62.5% |
| Admin fee / account holder | $16 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |