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 7-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 | $289,391 | $214,378+35.0% | $200,582+44.3% | $142,382+103.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.06% | 46.41%-31.3pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,345 | $6,841+22.0% | $6,419+30.0% | $4,299+94.1% |
| Participant deferral / active EE | $14,136 | $9,865+43.3% | $9,331+51.5% | $6,507+117.2% |
| Admin fee / account holder | $60 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |