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 6-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 | $388,668 | $95,266+308.0% | $82,389+371.7% | $142,382+173.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.19% | 25.74%-2.5pp | 28.67%-5.5pp | 217.08%-193.9pp |
| Employer contribution / active EE | $34,014 | $2,991+1037.2% | $2,517+1251.4% | $4,299+691.2% |
| Participant deferral / active EE | $22,957 | $4,809+377.4% | $4,155+452.6% | $6,507+252.8% |
| Admin fee / account holder | $60 | $8,563-99.3% | $7,231-99.2% | $12,624-99.5% |