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 | $308,107 | $90,503+240.4% | $78,689+291.5% | $273,961+12.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.87% | 75.60%-64.7pp | 62.18%-51.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $8,242 | $3,176+159.5% | $2,851+189.1% | $4,869+69.3% |
| Participant deferral / active EE | $12,000 | $3,901+207.6% | $3,517+241.2% | $5,287+127.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |