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 | $1,167,583 | $214,378+444.6% | $200,582+482.1% | $142,382+720.0% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 22.70% | 46.41%-23.7pp | 42.33%-19.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $16,761 | $6,841+145.0% | $6,419+161.1% | $4,299+289.9% |
| Participant deferral / active EE | $12,421 | $9,865+25.9% | $9,331+33.1% | $6,507+90.9% |
| Admin fee / account holder | $212 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |