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 | $357,325 | $209,411+70.6% | $178,490+100.2% | $158,922+124.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.18% | 188.75%-174.6pp | 151.07%-136.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,254 | $5,706-78.0% | $5,011-75.0% | $4,761-73.7% |
| Participant deferral / active EE | $7,643 | $5,954+28.4% | $5,202+46.9% | $5,982+27.8% |
| Admin fee / account holder | $229 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |