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 | $335,920 | $214,378+56.7% | $200,582+67.5% | $142,382+135.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.56% | 46.41%-24.8pp | 42.33%-20.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $26,684 | $6,841+290.0% | $6,419+315.7% | $4,299+520.7% |
| Participant deferral / active EE | $15,783 | $9,865+60.0% | $9,331+69.1% | $6,507+142.6% |
| Admin fee / account holder | $268 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |