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 | $318,349 | $107,934+194.9% | $91,989+246.1% | $152,861+108.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.42% | 89.24%-63.8pp | 69.02%-43.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,694 | $4,210-12.2% | $3,452+7.0% | $4,762-22.4% |
| Participant deferral / active EE | $12,689 | $6,364+99.4% | $5,923+114.2% | $5,850+116.9% |
| Admin fee / account holder | $13 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |