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 | $315,349 | $227,553+38.6% | $189,557+66.4% | $167,490+88.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.40% | 78.40%-57.0pp | 64.17%-42.8pp | 478.56%-457.2pp |
| Employer contribution / active EE | $3,420 | $5,316-35.7% | $4,412-22.5% | $4,837-29.3% |
| Participant deferral / active EE | $19,846 | $7,002+183.4% | $6,174+221.5% | $6,341+213.0% |
| Admin fee / account holder | $11 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |