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 | $432,352 | $181,894+137.7% | $156,549+176.2% | $273,961+57.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.43% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $14,476 | $6,248+131.7% | $5,501+163.1% | $4,869+197.3% |
| Participant deferral / active EE | $8,749 | $5,550+57.6% | $4,871+79.6% | $5,287+65.5% |
| Admin fee / account holder | $129 | $15,559-99.2% | $13,027-99.0% | $10,132-98.7% |