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 | $289,714 | $135,952+113.1% | $123,892+133.8% | $273,961+5.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.91% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $7,500 | $5,170+45.1% | $4,617+62.4% | $4,869+54.0% |
| Participant deferral / active EE | $18,075 | $6,343+185.0% | $5,984+202.0% | $5,287+241.9% |
| Admin fee / account holder | $63 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |