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 | $283,937 | $103,376+174.7% | $87,100+226.0% | $152,861+85.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.48% | 28.10%-11.6pp | 28.19%-11.7pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,992 | $3,220-38.1% | $2,521-21.0% | $4,762-58.2% |
| Participant deferral / active EE | $6,024 | $4,778+26.1% | $4,049+48.8% | $5,850+3.0% |
| Admin fee / account holder | $206 | $12,205-98.3% | $7,497-97.2% | $11,596-98.2% |