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 | $297,233 | $214,378+38.6% | $200,582+48.2% | $142,382+108.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.59% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $11,494 | $6,841+68.0% | $6,419+79.1% | $4,299+167.3% |
| Participant deferral / active EE | $10,292 | $9,865+4.3% | $9,331+10.3% | $6,507+58.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |