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 | $313,493 | $149,734+109.4% | $118,925+163.6% | $158,922+97.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.57% | 19.95%-5.4pp | 35.88%-21.3pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,151 | $4,115-23.4% | $3,263-3.4% | $4,761-33.8% |
| Participant deferral / active EE | $8,571 | $5,223+64.1% | $4,265+101.0% | $5,982+43.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |