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 | $383,205 | $197,591+93.9% | $177,821+115.5% | $158,922+141.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.86% | 58.76%-35.9pp | 48.32%-25.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $10,543 | $6,697+57.4% | $5,918+78.1% | $4,761+121.4% |
| Participant deferral / active EE | $14,723 | $8,405+75.2% | $7,714+90.9% | $5,982+146.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |