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 | $328,503 | $201,272+63.2% | $184,203+78.3% | $145,922+125.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.70% | 29.00%-4.3pp | 28.81%-4.1pp | 561.29%-536.6pp |
| Employer contribution / active EE | $26,750 | $7,022+281.0% | $6,427+316.2% | $4,660+474.1% |
| Participant deferral / active EE | $14,892 | $9,806+51.9% | $9,131+63.1% | $6,688+122.7% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |