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 | $386,891 | $140,588+175.2% | $123,104+214.3% | $125,391+208.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.57% | 16.80%-16.2pp | 13.22%-12.6pp | 282.22%-281.7pp |
| Employer contribution / active EE | $7,287 | $6,041+20.6% | $5,151+41.5% | $4,866+49.7% |
| Participant deferral / active EE | $2,315 | $6,980-66.8% | $6,230-62.8% | $5,352-56.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |