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 | $364,114 | $185,822+95.9% | $169,993+114.2% | $139,434+161.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.11% | 60.50%-30.4pp | 53.37%-23.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $16,911 | $7,590+122.8% | $6,785+149.2% | $4,751+256.0% |
| Participant deferral / active EE | $17,538 | $11,622+50.9% | $10,408+68.5% | $6,710+161.4% |
| Admin fee / account holder | $60 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |