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 | $275,071 | $81,632+237.0% | $70,449+290.5% | $158,922+73.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.04% | 208.40%-190.4pp | 109.03%-91.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,249 | $3,217+1.0% | $2,737+18.7% | $4,761-31.8% |
| Participant deferral / active EE | $13,969 | $4,554+206.7% | $3,709+276.7% | $5,982+133.5% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |