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 | $356,063 | $163,101+118.3% | $136,749+160.4% | $142,382+150.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.98% | 27.54%-10.6pp | 24.33%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,234 | $4,117+75.7% | $3,400+112.8% | $4,299+68.3% |
| Participant deferral / active EE | $7,234 | $5,585+29.5% | $4,692+54.2% | $6,507+11.2% |
| Admin fee / account holder | $120 | $14,318-99.2% | $11,386-98.9% | $12,624-99.0% |