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 | $401,866 | $179,726+123.6% | $156,263+157.2% | $142,382+182.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.52% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $46,294 | $5,069+813.2% | $4,333+968.4% | $4,299+976.8% |
| Participant deferral / active EE | $28,325 | $6,956+307.2% | $6,158+359.9% | $6,507+335.3% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |