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 | $301,714 | $96,956+211.2% | $70,014+330.9% | $273,961+10.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.55% | 12.93%-7.4pp | 12.99%-7.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $21,363 | $3,316+544.3% | $2,338+813.6% | $4,869+338.8% |
| Participant deferral / active EE | $4,071 | $3,744+8.7% | $2,931+38.9% | $5,287-23.0% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |