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 | $464,936 | $102,616+353.1% | $81,983+467.1% | $158,922+192.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.18% | 61.04%-43.9pp | 41.31%-24.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,228 | $3,240-0.4% | $2,498+29.2% | $4,761-32.2% |
| Participant deferral / active EE | $9,807 | $4,648+111.0% | $3,722+163.5% | $5,982+63.9% |
| Admin fee / account holder | $177 | $8,235-97.9% | $5,664-96.9% | $11,246-98.4% |