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 | $311,014 | $162,781+91.1% | $133,956+132.2% | $158,922+95.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.98% | 41.94%-23.0pp | 45.09%-26.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,701 | $4,975-45.7% | $3,919-31.1% | $4,761-43.3% |
| Participant deferral / active EE | $7,224 | $5,911+22.2% | $5,048+43.1% | $5,982+20.8% |
| Admin fee / account holder | $110 | $11,736-99.1% | $8,927-98.8% | $11,246-99.0% |