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 | $412,894 | $201,272+105.1% | $184,203+124.2% | $145,922+183.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.23% | 29.00%-11.8pp | 28.81%-11.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $4,173 | $7,022-40.6% | $6,427-35.1% | $4,660-10.4% |
| Participant deferral / active EE | $16,059 | $9,806+63.8% | $9,131+75.9% | $6,688+140.1% |
| Admin fee / account holder | $40 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |