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 9-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 | $342,368 | $214,378+59.7% | $200,582+70.7% | $142,382+140.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.61% | 46.41%-17.8pp | 42.33%-13.7pp | 217.08%-188.5pp |
| Employer contribution / active EE | $12,263 | $6,841+79.2% | $6,419+91.0% | $4,299+185.2% |
| Participant deferral / active EE | $10,543 | $9,865+6.9% | $9,331+13.0% | $6,507+62.0% |
| Admin fee / account holder | $89 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |