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 | $426,350 | $183,519+132.3% | $155,509+174.2% | $145,922+192.2% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 17.63% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.7pp |
| Employer contribution / active EE | $7,695 | $5,313+44.8% | $4,672+64.7% | $4,660+65.1% |
| Participant deferral / active EE | $12,119 | $6,462+87.5% | $5,626+115.4% | $6,688+81.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |