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 | $270,221 | $105,931+155.1% | $81,930+229.8% | $158,922+70.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 19.84% | 38.17%-18.3pp | 29.49%-9.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $6,910 | $7,800-11.4% | $4,310+60.3% | $4,761+45.1% |
| Participant deferral / active EE | $11,220 | $13,003-13.7% | $7,107+57.9% | $5,982+87.6% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |