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 | $298,715 | $214,378+39.3% | $200,582+48.9% | $142,382+109.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.15% | 46.41%-15.3pp | 42.33%-11.2pp | 217.08%-185.9pp |
| Employer contribution / active EE | $10,551 | $6,841+54.2% | $6,419+64.4% | $4,299+145.4% |
| Participant deferral / active EE | $11,123 | $9,865+12.8% | $9,331+19.2% | $6,507+70.9% |
| Admin fee / account holder | $251 | $17,692-98.6% | $16,305-98.5% | $12,624-98.0% |