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 9-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 | $485,564 | $179,726+170.2% | $156,263+210.7% | $142,382+241.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.33% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,778 | $5,069-25.5% | $4,333-12.8% | $4,299-12.1% |
| Participant deferral / active EE | $8,794 | $6,956+26.4% | $6,158+42.8% | $6,507+35.1% |
| Admin fee / account holder | $262 | $17,272-98.5% | $14,255-98.2% | $12,624-97.9% |