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 | $345,161 | $177,572+94.4% | $154,803+123.0% | $142,382+142.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.51% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,921 | $4,810-18.5% | $4,305-8.9% | $4,299-8.8% |
| Participant deferral / active EE | $15,350 | $6,272+144.8% | $5,540+177.1% | $6,507+135.9% |
| Admin fee / account holder | $272 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |