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 | $306,282 | $183,963+66.5% | $162,163+88.9% | $152,861+100.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 30.84% | 150.76%-119.9pp | 115.59%-84.8pp | 345.32%-314.5pp |
| Employer contribution / active EE | $6,219 | $6,371-2.4% | $5,614+10.8% | $4,762+30.6% |
| Participant deferral / active EE | $8,804 | $8,034+9.6% | $7,298+20.6% | $5,850+50.5% |
| Admin fee / account holder | $21 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |