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 | $350,073 | $148,534+135.7% | $135,903+157.6% | $139,434+151.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.52% | 79.19%-52.7pp | 68.23%-41.7pp | 372.94%-346.4pp |
| Employer contribution / active EE | $3,596 | $5,243-31.4% | $4,856-25.9% | $4,751-24.3% |
| Participant deferral / active EE | $9,900 | $8,100+22.2% | $7,758+27.6% | $6,710+47.5% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |