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 | $281,293 | $92,985+202.5% | $153,485+83.3% | $80,856+247.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.49% | 19.95%-8.5pp | 15.65%-4.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,649 | $3,507+4.0% | $5,039-27.6% | $2,755+32.5% |
| Participant deferral / active EE | $7,402 | $5,178+43.0% | $6,757+9.5% | $4,296+72.3% |
| Admin fee / account holder | $2 | $8,880-100.0% | $12,724-100.0% | $6,918-100.0% |