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 7-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 | $396,744 | $201,272+97.1% | $184,203+115.4% | $145,922+171.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.71% | 29.00%-11.3pp | 28.81%-11.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $6,271 | $7,022-10.7% | $6,427-2.4% | $4,660+34.6% |
| Participant deferral / active EE | $14,550 | $9,806+48.4% | $9,131+59.3% | $6,688+117.6% |
| Admin fee / account holder | $148 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |