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 | $392,910 | $214,378+83.3% | $200,582+95.9% | $142,382+176.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.69% | 46.41%-25.7pp | 42.33%-21.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,885 | $6,841-57.8% | $6,419-55.1% | $4,299-32.9% |
| Participant deferral / active EE | $18,240 | $9,865+84.9% | $9,331+95.5% | $6,507+180.3% |
| Admin fee / account holder | $187 | $17,692-98.9% | $16,305-98.9% | $12,624-98.5% |