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 | $368,108 | $112,096+228.4% | $95,952+283.6% | $158,922+131.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.55% | 171.09%-161.5pp | 91.61%-82.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $3,230 | $3,198+1.0% | $2,541+27.1% | $4,761-32.2% |
| Participant deferral / active EE | $8,667 | $4,784+81.2% | $4,167+108.0% | $5,982+44.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |