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 | $291,837 | $159,602+82.9% | $150,045+94.5% | $142,382+105.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.43% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $22,184 | $4,961+347.2% | $4,693+372.7% | $4,299+416.0% |
| Participant deferral / active EE | $15,535 | $8,310+86.9% | $7,997+94.3% | $6,507+138.7% |
| Admin fee / account holder | $17 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |