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 | $281,754 | $112,096+151.4% | $95,952+193.6% | $158,922+77.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.66% | 171.09%-153.4pp | 91.61%-74.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,595 | $3,198-18.9% | $2,541+2.1% | $4,761-45.5% |
| Participant deferral / active EE | $2,118 | $4,784-55.7% | $4,167-49.2% | $5,982-64.6% |
| Admin fee / account holder | $172 | $10,130-98.3% | $6,795-97.5% | $11,246-98.5% |