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 10-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 | $280,247 | $95,266+194.2% | $82,389+240.2% | $142,382+96.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.38% | 25.74%-9.4pp | 28.67%-12.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,339 | $2,991+11.6% | $2,517+32.7% | $4,299-22.3% |
| Participant deferral / active EE | $10,402 | $4,809+116.3% | $4,155+150.4% | $6,507+59.9% |
| Admin fee / account holder | $131 | $8,563-98.5% | $7,231-98.2% | $12,624-99.0% |