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 | $423,602 | $197,591+114.4% | $177,821+138.2% | $158,922+166.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.34% | 58.76%-38.4pp | 48.32%-28.0pp | 302.83%-282.5pp |
| Employer contribution / active EE | $6,500 | $6,697-3.0% | $5,918+9.8% | $4,761+36.5% |
| Participant deferral / active EE | $16,037 | $8,405+90.8% | $7,714+107.9% | $5,982+168.1% |
| Admin fee / account holder | $259 | $15,399-98.3% | $12,427-97.9% | $11,246-97.7% |