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 | $373,579 | $111,754+234.3% | $103,333+261.5% | $145,922+156.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.39% | 24.77%-4.4pp | 24.88%-4.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $4,279 | $4,212+1.6% | $3,868+10.6% | $4,660-8.2% |
| Participant deferral / active EE | $9,042 | $5,619+60.9% | $5,057+78.8% | $6,688+35.2% |
| Admin fee / account holder | $116 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |