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 | $309,106 | $181,894+69.9% | $156,549+97.5% | $273,961+12.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.50% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $13,213 | $6,248+111.5% | $5,501+140.2% | $4,869+171.4% |
| Participant deferral / active EE | $8,000 | $5,550+44.1% | $4,871+64.2% | $5,287+51.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |