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 | $422,502 | $133,922+215.5% | $116,228+263.5% | $142,382+196.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.10% | 147.76%-131.7pp | 90.06%-74.0pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,692 | $3,446+36.2% | $2,994+56.7% | $4,299+9.1% |
| Participant deferral / active EE | $22,425 | $5,672+295.4% | $4,953+352.7% | $6,507+244.6% |
| Admin fee / account holder | $107 | $14,945-99.3% | $11,989-99.1% | $12,624-99.2% |