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 | $483,162 | $179,726+168.8% | $156,263+209.2% | $142,382+239.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.01% | 77.86%-63.8pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $6,684 | $5,069+31.9% | $4,333+54.3% | $4,299+55.5% |
| Participant deferral / active EE | $21,917 | $6,956+215.1% | $6,158+255.9% | $6,507+236.8% |
| Admin fee / account holder | $64 | $17,272-99.6% | $14,255-99.6% | $12,624-99.5% |