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 8-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 | $563,442 | $163,101+245.5% | $136,749+312.0% | $142,382+295.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.22% | 27.54%-6.3pp | 24.33%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,672 | $4,117-59.4% | $3,400-50.8% | $4,299-61.1% |
| Participant deferral / active EE | $19,552 | $5,585+250.1% | $4,692+316.7% | $6,507+200.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |