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 | $364,859 | $197,591+84.7% | $177,821+105.2% | $158,922+129.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.45% | 58.76%-42.3pp | 48.32%-31.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,757 | $6,697-58.8% | $5,918-53.4% | $4,761-42.1% |
| Participant deferral / active EE | $12,544 | $8,405+49.2% | $7,714+62.6% | $5,982+109.7% |
| Admin fee / account holder | $229 | $15,399-98.5% | $12,427-98.2% | $11,246-98.0% |