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 | $284,248 | $96,635+194.1% | $86,612+228.2% | $139,434+103.9% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 23.45% | 106.41%-83.0pp | 591.07%-567.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,923 | $3,263-41.1% | $3,022-36.4% | $4,751-59.5% |
| Participant deferral / active EE | $6,339 | $4,836+31.1% | $4,438+42.8% | $6,710-5.5% |
| Admin fee / account holder | $13 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |