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 | $309,464 | $214,378+44.4% | $200,582+54.3% | $142,382+117.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.00% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,261 | $6,841-23.1% | $6,419-18.0% | $4,299+22.4% |
| Participant deferral / active EE | $16,705 | $9,865+69.3% | $9,331+79.0% | $6,507+156.7% |
| Admin fee / account holder | $267 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |