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 | $400,516 | $127,386+214.4% | $115,037+248.2% | $125,391+219.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.84% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $17,121 | $5,166+231.4% | $4,608+271.6% | $4,866+251.8% |
| Participant deferral / active EE | $11,746 | $6,423+82.9% | $6,026+94.9% | $5,352+119.5% |
| Admin fee / account holder | $10 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |