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 6-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 | $409,410 | $214,378+91.0% | $200,582+104.1% | $142,382+187.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.84% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $25,334 | $6,841+270.3% | $6,419+294.7% | $4,299+489.3% |
| Participant deferral / active EE | $22,312 | $9,865+126.2% | $9,331+139.1% | $6,507+242.9% |
| Admin fee / account holder | $172 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |