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 4-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 | $372,904 | $214,378+73.9% | $200,582+85.9% | $142,382+161.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.06% | 46.41%-29.3pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,975 | $6,841-12.7% | $6,419-6.9% | $4,299+39.0% |
| Participant deferral / active EE | $16,283 | $9,865+65.1% | $9,331+74.5% | $6,507+150.2% |
| Admin fee / account holder | $25 | $17,692-99.9% | $16,305-99.8% | $12,624-99.8% |