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 7-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 | $464,254 | $100,773+360.7% | $88,946+422.0% | $142,382+226.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.94% | 70.18%-58.2pp | 57.82%-45.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,510 | $2,918+54.6% | $2,555+76.5% | $4,299+4.9% |
| Participant deferral / active EE | $9,100 | $5,230+74.0% | $4,581+98.6% | $6,507+39.8% |
| Admin fee / account holder | $177 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |