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 | $530,809 | $104,974+405.7% | $95,585+455.3% | $142,382+272.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.04% | 210.33%-197.3pp | 38.56%-25.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $14,895 | $2,779+436.1% | $2,527+489.5% | $4,299+246.5% |
| Participant deferral / active EE | $9,562 | $4,352+119.7% | $4,023+137.7% | $6,507+46.9% |
| Admin fee / account holder | $22 | $6,386-99.7% | $6,127-99.6% | $12,624-99.8% |