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 | $523,473 | $153,772+240.4% | $133,980+290.7% | $273,961+91.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.05% | 36.51%-25.5pp | 29.30%-18.2pp | 41.45%-30.4pp |
| Employer contribution / active EE | $21,050 | $6,029+249.2% | $5,211+303.9% | $4,869+332.4% |
| Participant deferral / active EE | $13,074 | $6,958+87.9% | $6,282+108.1% | $5,287+147.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |