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 | $322,684 | $99,341+224.8% | $84,750+280.7% | $273,961+17.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.49% | 22.93%-11.4pp | 22.78%-11.3pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,981 | $4,214-53.0% | $3,574-44.6% | $4,869-59.3% |
| Participant deferral / active EE | $3,918 | $4,269-8.2% | $3,712+5.6% | $5,287-25.9% |
| Admin fee / account holder | $97 | $6,644-98.5% | $5,332-98.2% | $10,132-99.0% |