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 | $718,424 | $99,341+623.2% | $84,750+747.7% | $273,961+162.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.04% | 22.93%-16.9pp | 22.78%-16.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $20,822 | $4,214+394.1% | $3,574+482.5% | $4,869+327.7% |
| Participant deferral / active EE | $10,652 | $4,269+149.5% | $3,712+187.0% | $5,287+101.5% |
| Admin fee / account holder | $53 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |