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 | $296,554 | $93,346+217.7% | $71,796+313.1% | $273,961+8.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 7.33% | 130.39%-123.1pp | 78.04%-70.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,839 | $2,733-32.7% | $1,924-4.5% | $4,869-62.2% |
| Participant deferral / active EE | $11,250 | $3,475+223.7% | $2,794+302.6% | $5,287+112.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |