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 | $260,840 | $127,065+105.3% | $113,168+130.5% | $142,382+83.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.41% | 24.03%-11.6pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,652 | $3,442-23.0% | $2,975-10.9% | $4,299-38.3% |
| Participant deferral / active EE | $12,509 | $5,716+118.8% | $5,107+144.9% | $6,507+92.2% |
| Admin fee / account holder | $125 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |