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 | $277,395 | $127,386+117.8% | $115,037+141.1% | $125,391+121.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.35% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $10,807 | $5,166+109.2% | $4,608+134.5% | $4,866+122.1% |
| Participant deferral / active EE | $18,614 | $6,423+189.8% | $6,026+208.9% | $5,352+247.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |