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 7-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 | $346,234 | $214,378+61.5% | $200,582+72.6% | $142,382+143.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.66% | 46.41%-28.7pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,045 | $6,841-70.1% | $6,419-68.1% | $4,299-52.4% |
| Participant deferral / active EE | $8,458 | $9,865-14.3% | $9,331-9.4% | $6,507+30.0% |
| Admin fee / account holder | $218 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |