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 | $263,879 | $127,065+107.7% | $113,168+133.2% | $142,382+85.3% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 16.90% | 24.03%-7.1pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $10,811 | $3,442+214.1% | $2,975+263.4% | $4,299+151.5% |
| Participant deferral / active EE | $12,774 | $5,716+123.5% | $5,107+150.1% | $6,507+96.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |