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 | $354,234 | $177,572+99.5% | $154,803+128.8% | $142,382+148.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.05% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,395 | $4,810+53.7% | $4,305+71.8% | $4,299+72.0% |
| Participant deferral / active EE | $12,218 | $6,272+94.8% | $5,540+120.5% | $6,507+87.8% |
| Admin fee / account holder | -$647 | $16,786-103.9% | $14,329-104.5% | $12,624-105.1% |