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 | $300,019 | $159,602+88.0% | $150,045+100.0% | $142,382+110.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.94% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $11,763 | $4,961+137.1% | $4,693+150.6% | $4,299+173.6% |
| Participant deferral / active EE | $9,511 | $8,310+14.5% | $7,997+18.9% | $6,507+46.2% |
| Admin fee / account holder | $154 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |