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 | $298,453 | $111,754+167.1% | $103,333+188.8% | $145,922+104.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.62% | 24.77%-7.2pp | 24.88%-7.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $6,910 | $4,212+64.0% | $3,868+78.7% | $4,660+48.3% |
| Participant deferral / active EE | $7,719 | $5,619+37.4% | $5,057+52.6% | $6,688+15.4% |
| Admin fee / account holder | $176 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |