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 | $369,453 | $96,635+282.3% | $86,612+326.6% | $139,434+165.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.38% | 106.41%-89.0pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $34,940 | $3,263+970.8% | $3,022+1056.0% | $4,751+635.5% |
| Participant deferral / active EE | $18,740 | $4,836+287.5% | $4,438+322.3% | $6,710+179.3% |
| Admin fee / account holder | $172 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |