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 | $424,331 | $209,411+102.6% | $178,490+137.7% | $158,922+167.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.93% | 188.75%-166.8pp | 151.07%-129.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $2,444 | $5,706-57.2% | $5,011-51.2% | $4,761-48.7% |
| Participant deferral / active EE | $14,810 | $5,954+148.7% | $5,202+184.7% | $5,982+147.6% |
| Admin fee / account holder | $23 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |