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 8-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 | $277,933 | $165,335+68.1% | $149,696+85.7% | $158,922+74.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.06% | 348.15%-322.1pp | 276.60%-250.5pp | 302.83%-276.8pp |
| Employer contribution / active EE | $13,189 | $5,103+158.5% | $4,644+184.0% | $4,761+177.0% |
| Participant deferral / active EE | $17,875 | $7,181+148.9% | $6,842+161.3% | $5,982+198.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |