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 | $265,643 | $99,341+167.4% | $84,750+213.4% | $273,961-3.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.51% | 22.93%-14.4pp | 22.78%-14.3pp | 41.45%-32.9pp |
| Employer contribution / active EE | $22,440 | $4,214+432.5% | $3,574+527.8% | $4,869+360.9% |
| Participant deferral / active EE | $6,536 | $4,269+53.1% | $3,712+76.1% | $5,287+23.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |