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 | $450,162 | $217,402+107.1% | $185,823+142.3% | $167,490+168.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.72% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,984 | $5,873-66.2% | $5,167-61.6% | $4,837-59.0% |
| Participant deferral / active EE | $17,333 | $6,356+172.7% | $5,568+211.3% | $6,341+173.3% |
| Admin fee / account holder | $94 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |