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 | $261,208 | $107,452+143.1% | $91,541+185.3% | $142,382+83.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.14% | 22.06%-11.9pp | 20.50%-10.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,772 | $2,994-40.8% | $2,505-29.2% | $4,299-58.8% |
| Participant deferral / active EE | $2,029 | $4,754-57.3% | $4,008-49.4% | $6,507-68.8% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |