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 | $427,894 | $165,335+158.8% | $149,696+185.8% | $158,922+169.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.04% | 348.15%-334.1pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $9,602 | $5,103+88.2% | $4,644+106.8% | $4,761+101.7% |
| Participant deferral / active EE | $14,725 | $7,181+105.0% | $6,842+115.2% | $5,982+146.2% |
| Admin fee / account holder | $50 | $10,807-99.5% | $9,309-99.5% | $11,246-99.6% |