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 9-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 | $311,035 | $179,726+73.1% | $156,263+99.0% | $142,382+118.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.94% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,331 | $5,069+44.6% | $4,333+69.2% | $4,299+70.5% |
| Participant deferral / active EE | $19,375 | $6,956+178.5% | $6,158+214.6% | $6,507+197.7% |
| Admin fee / account holder | $100 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |