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 | $543,534 | $214,378+153.5% | $200,582+171.0% | $142,382+281.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 14.78% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $21,912 | $6,841+220.3% | $6,419+241.4% | $4,299+409.7% |
| Participant deferral / active EE | $14,280 | $9,865+44.8% | $9,331+53.0% | $6,507+119.4% |
| Admin fee / account holder | $40 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |