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 | $272,097 | $114,381+137.9% | $107,525+153.1% | $142,382+91.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.99% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,516 | $4,015-37.3% | $3,754-33.0% | $4,299-41.5% |
| Participant deferral / active EE | $9,706 | $5,564+74.4% | $5,116+89.7% | $6,507+49.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |