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 | $297,155 | $209,411+41.9% | $178,490+66.5% | $158,922+87.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.26% | 188.75%-157.5pp | 151.07%-119.8pp | 302.83%-271.6pp |
| Employer contribution / active EE | $15,166 | $5,706+165.8% | $5,011+202.7% | $4,761+218.5% |
| Participant deferral / active EE | $14,335 | $5,954+140.8% | $5,202+175.6% | $5,982+139.6% |
| Admin fee / account holder | $160 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |