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 | $339,498 | $154,365+119.9% | $130,231+160.7% | $139,434+143.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 9.35% | 30.34%-21.0pp | 38.77%-29.4pp | 372.94%-363.6pp |
| Employer contribution / active EE | $9,775 | $5,170+89.1% | $4,126+136.9% | $4,751+105.8% |
| Participant deferral / active EE | $18,969 | $8,498+123.2% | $6,799+179.0% | $6,710+182.7% |
| Admin fee / account holder | $30 | $9,214-99.7% | $6,020-99.5% | $11,403-99.7% |