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 | $402,562 | $99,877+303.1% | $84,966+373.8% | $145,922+175.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.49% | 83.76%-61.3pp | 66.38%-43.9pp | 561.29%-538.8pp |
| Employer contribution / active EE | $3,246 | $3,231+0.5% | $2,727+19.0% | $4,660-30.3% |
| Participant deferral / active EE | $10,346 | $5,291+95.6% | $4,519+128.9% | $6,688+54.7% |
| Admin fee / account holder | $179 | $7,248-97.5% | $6,149-97.1% | $13,397-98.7% |