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 | $421,554 | $124,281+239.2% | $109,143+286.2% | $167,490+151.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 31.37% | 26.04%+5.3pp | 25.75%+5.6pp | 478.56%-447.2pp |
| Employer contribution / active EE | $19,888 | $4,207+372.7% | $3,722+434.3% | $4,837+311.1% |
| Participant deferral / active EE | $5,173 | $5,255-1.6% | $4,653+11.2% | $6,341-18.4% |
| Admin fee / account holder | $98 | $7,970-98.8% | $6,752-98.5% | $12,309-99.2% |