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 | $275,180 | $100,773+173.1% | $88,946+209.4% | $142,382+93.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.17% | 70.18%-57.0pp | 57.82%-44.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $825 | $2,918-71.7% | $2,555-67.7% | $4,299-80.8% |
| Participant deferral / active EE | $17,091 | $5,230+226.8% | $4,581+273.0% | $6,507+162.6% |
| Admin fee / account holder | $29 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |