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 | $302,279 | $165,335+82.8% | $149,696+101.9% | $158,922+90.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.51% | 348.15%-333.6pp | 276.60%-262.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,911 | $5,103-62.6% | $4,644-58.9% | $4,761-59.9% |
| Participant deferral / active EE | $14,879 | $7,181+107.2% | $6,842+117.5% | $5,982+148.7% |
| Admin fee / account holder | -$271 | $10,807-102.5% | $9,309-102.9% | $11,246-102.4% |