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 | $353,610 | $99,032+257.1% | $80,019+341.9% | $135,375+161.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 7.30% | 15.39%-8.1pp | 11.22%-3.9pp | 519.73%-512.4pp |
| Employer contribution / active EE | $20,324 | $3,043+567.8% | $2,468+723.5% | $4,779+325.3% |
| Participant deferral / active EE | $13,362 | $4,282+212.1% | $3,686+262.5% | $5,609+138.2% |
| Admin fee / account holder | $148 | $10,436-98.6% | $6,521-97.7% | $10,827-98.6% |