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 | $288,191 | $159,602+80.6% | $150,045+92.1% | $142,382+102.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.89% | 70.24%-57.3pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,200 | $4,961-35.5% | $4,693-31.8% | $4,299-25.6% |
| Participant deferral / active EE | $20,000 | $8,310+140.7% | $7,997+150.1% | $6,507+207.4% |
| Admin fee / account holder | $130 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |