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 | $256,079 | $165,335+54.9% | $149,696+71.1% | $158,922+61.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.56% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,998 | $5,103-60.8% | $4,644-57.0% | $4,761-58.0% |
| Participant deferral / active EE | $12,879 | $7,181+79.3% | $6,842+88.2% | $5,982+115.3% |
| Admin fee / account holder | $28 | $10,807-99.7% | $9,309-99.7% | $11,246-99.8% |