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 | $440,327 | $104,974+319.5% | $95,585+360.7% | $142,382+209.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.71% | 210.33%-195.6pp | 38.56%-23.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,360 | $2,779-51.1% | $2,527-46.2% | $4,299-68.4% |
| Participant deferral / active EE | $4,040 | $4,352-7.2% | $4,023+0.4% | $6,507-37.9% |
| Admin fee / account holder | $120 | $6,386-98.1% | $6,127-98.0% | $12,624-99.0% |