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 | $364,157 | $215,361+69.1% | $171,082+112.9% | $273,961+32.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.23% | 25.14%-22.9pp | 32.56%-30.3pp | 41.45%-39.2pp |
| Employer contribution / active EE | $9,439 | $4,967+90.0% | $4,002+135.9% | $4,869+93.9% |
| Participant deferral / active EE | $9,439 | $5,543+70.3% | $4,797+96.8% | $5,287+78.5% |
| Admin fee / account holder | $60 | $10,846-99.4% | $8,520-99.3% | $10,132-99.4% |