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 | $251,695 | $112,096+124.5% | $95,952+162.3% | $158,922+58.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.21% | 171.09%-155.9pp | 91.61%-76.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,129 | $3,198-2.2% | $2,541+23.1% | $4,761-34.3% |
| Participant deferral / active EE | $2,297 | $4,784-52.0% | $4,167-44.9% | $5,982-61.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |