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 | $330,563 | $103,949+218.0% | $69,182+377.8% | $273,961+20.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 8.65% | 35.28%-26.6pp | -21.93%+30.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $12,856 | $1,783+621.0% | $1,206+965.8% | $4,869+164.1% |
| Participant deferral / active EE | $13,167 | $2,716+384.7% | $1,897+594.1% | $5,287+149.0% |
| Admin fee / account holder | $159 | $3,671-95.7% | $2,697-94.1% | $10,132-98.4% |