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 | $377,556 | $153,772+145.5% | $133,980+181.8% | $273,961+37.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.28% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $18,845 | $6,029+212.6% | $5,211+261.6% | $4,869+287.1% |
| Participant deferral / active EE | $13,559 | $6,958+94.9% | $6,282+115.8% | $5,287+156.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |