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 | $364,707 | $159,602+128.5% | $150,045+143.1% | $142,382+156.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.36% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,307 | $4,961-33.3% | $4,693-29.5% | $4,299-23.1% |
| Participant deferral / active EE | $15,452 | $8,310+85.9% | $7,997+93.2% | $6,507+137.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |