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 | $330,067 | $153,772+114.6% | $133,980+146.4% | $273,961+20.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.47% | 36.51%-27.0pp | 29.30%-19.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $7,693 | $6,029+27.6% | $5,211+47.6% | $4,869+58.0% |
| Participant deferral / active EE | $10,086 | $6,958+44.9% | $6,282+60.6% | $5,287+90.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |