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 | $266,488 | $159,602+67.0% | $150,045+77.6% | $142,382+87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.94% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $6,406 | $4,961+29.1% | $4,693+36.5% | $4,299+49.0% |
| Participant deferral / active EE | $16,596 | $8,310+99.7% | $7,997+107.5% | $6,507+155.0% |
| Admin fee / account holder | $4 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |