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 | $268,509 | $133,922+100.5% | $116,228+131.0% | $142,382+88.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.72% | 147.76%-130.0pp | 90.06%-72.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,438 | $3,446-29.2% | $2,994-18.6% | $4,299-43.3% |
| Participant deferral / active EE | $8,379 | $5,672+47.7% | $4,953+69.2% | $6,507+28.8% |
| Admin fee / account holder | $194 | $14,945-98.7% | $11,989-98.4% | $12,624-98.5% |