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 | $352,755 | $153,772+129.4% | $133,980+163.3% | $273,961+28.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.85% | 36.51%-24.7pp | 29.30%-17.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $8,953 | $6,029+48.5% | $5,211+71.8% | $4,869+83.9% |
| Participant deferral / active EE | $16,736 | $6,958+140.5% | $6,282+166.4% | $5,287+216.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |