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 | $311,657 | $149,679+108.2% | $117,039+166.3% | $147,584+111.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 21.97% | 19.31%+2.7pp | 18.95%+3.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $5,294 | $4,937+7.2% | $3,785+39.9% | $4,876+8.6% |
| Participant deferral / active EE | $9,467 | $4,912+92.7% | $3,929+140.9% | $5,439+74.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |