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 | $366,984 | $181,894+101.8% | $156,549+134.4% | $273,961+34.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.19% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $12,812 | $6,248+105.1% | $5,501+132.9% | $4,869+163.2% |
| Participant deferral / active EE | $8,833 | $5,550+59.2% | $4,871+81.3% | $5,287+67.1% |
| Admin fee / account holder | $83 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |