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 | $304,987 | $105,931+187.9% | $81,930+272.3% | $158,922+91.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.97% | 38.17%-27.2pp | 29.49%-18.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $5,007 | $7,800-35.8% | $4,310+16.2% | $4,761+5.2% |
| Participant deferral / active EE | $7,947 | $13,003-38.9% | $7,107+11.8% | $5,982+32.8% |
| Admin fee / account holder | $270 | $8,489-96.8% | $5,158-94.8% | $11,246-97.6% |