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 | $276,838 | $149,734+84.9% | $118,925+132.8% | $158,922+74.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 20.68% | 19.95%+0.7pp | 35.88%-15.2pp | 302.83%-282.1pp |
| Employer contribution / active EE | $7,152 | $4,115+73.8% | $3,263+119.2% | $4,761+50.2% |
| Participant deferral / active EE | $6,471 | $5,223+23.9% | $4,265+51.7% | $5,982+8.2% |
| Admin fee / account holder | $42 | $8,603-99.5% | $6,581-99.4% | $11,246-99.6% |