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 | $250,540 | $159,602+57.0% | $150,045+67.0% | $142,382+76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.60% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $12,365 | $4,961+149.3% | $4,693+163.5% | $4,299+187.6% |
| Participant deferral / active EE | $6,180 | $8,310-25.6% | $7,997-22.7% | $6,507-5.0% |
| Admin fee / account holder | $67 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |