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 | $254,734 | $93,571+172.2% | $135,903+87.4% | $75,163+238.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.20% | 30.90%-4.7pp | 68.23%-42.0pp | 160.62%-134.4pp |
| Employer contribution / active EE | $26,316 | $3,537+644.1% | $4,856+441.9% | $2,670+885.7% |
| Participant deferral / active EE | $9,637 | $6,404+50.5% | $7,758+24.2% | $4,125+133.6% |
| Admin fee / account holder | $45 | $6,975-99.4% | $10,762-99.6% | $5,651-99.2% |