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 | $281,330 | $185,822+51.4% | $169,993+65.5% | $139,434+101.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.25% | 60.50%-35.2pp | 53.37%-28.1pp | 372.94%-347.7pp |
| Employer contribution / active EE | $22,012 | $7,590+190.0% | $6,785+224.4% | $4,751+363.3% |
| Participant deferral / active EE | $14,214 | $11,622+22.3% | $10,408+36.6% | $6,710+111.8% |
| Admin fee / account holder | $22 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |