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 | $325,012 | $106,584+204.9% | $101,326+220.8% | $142,382+128.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.89% | 36.93%-19.0pp | 36.82%-18.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $6,968 | $3,956+76.1% | $3,665+90.1% | $4,299+62.1% |
| Participant deferral / active EE | $27,497 | $8,297+231.4% | $7,994+244.0% | $6,507+322.6% |
| Admin fee / account holder | $17 | $11,446-99.8% | $11,185-99.8% | $12,624-99.9% |