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 | $264,615 | $214,378+23.4% | $200,582+31.9% | $142,382+85.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.58% | 46.41%-24.8pp | 42.33%-20.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $16,493 | $6,841+141.1% | $6,419+156.9% | $4,299+283.6% |
| Participant deferral / active EE | $21,365 | $9,865+116.6% | $9,331+129.0% | $6,507+228.3% |
| Admin fee / account holder | $47 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |