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 | $332,032 | $88,707+274.3% | $74,183+347.6% | $273,961+21.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.29% | 11.94%-3.7pp | 17.74%-9.4pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,880 | $3,159+117.8% | $2,370+190.3% | $4,869+41.3% |
| Participant deferral / active EE | $6,221 | $4,212+47.7% | $3,550+75.3% | $5,287+17.7% |
| Admin fee / account holder | $136 | $8,717-98.4% | $5,586-97.6% | $10,132-98.7% |