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 8-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 | $355,707 | $163,101+118.1% | $136,749+160.1% | $142,382+149.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.52% | 27.54%-12.0pp | 24.33%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $938 | $4,117-77.2% | $3,400-72.4% | $4,299-78.2% |
| Participant deferral / active EE | $1,875 | $5,585-66.4% | $4,692-60.0% | $6,507-71.2% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |