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 | $286,266 | $214,378+33.5% | $200,582+42.7% | $142,382+101.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.51% | 46.41%-24.9pp | 42.33%-20.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $6,823 | $6,841-0.3% | $6,419+6.3% | $4,299+58.7% |
| Participant deferral / active EE | $14,654 | $9,865+48.5% | $9,331+57.0% | $6,507+125.2% |
| Admin fee / account holder | $19 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |