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 | $420,601 | $110,257+281.5% | $96,544+335.7% | $139,434+201.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.79% | 26.32%-6.5pp | 25.84%-6.1pp | 372.94%-353.2pp |
| Employer contribution / active EE | $5,754 | $3,620+59.0% | $2,965+94.1% | $4,751+21.1% |
| Participant deferral / active EE | $12,277 | $5,548+121.3% | $4,851+153.1% | $6,710+83.0% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |