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 | $402,455 | $117,841+241.5% | $102,423+292.9% | $145,922+175.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.86% | 31.65%-19.8pp | 29.32%-17.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,376 | $3,615+48.7% | $3,023+77.8% | $4,660+15.4% |
| Participant deferral / active EE | $7,371 | $5,731+28.6% | $5,053+45.9% | $6,688+10.2% |
| Admin fee / account holder | $106 | $13,326-99.2% | $9,451-98.9% | $13,397-99.2% |