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 | $334,040 | $114,381+192.0% | $107,525+210.7% | $142,382+134.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.69% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,271 | $4,015-68.3% | $3,754-66.1% | $4,299-70.4% |
| Participant deferral / active EE | $8,674 | $5,564+55.9% | $5,116+69.6% | $6,507+33.3% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |