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 5-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 | $483,940 | $114,381+323.1% | $107,525+350.1% | $142,382+239.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.76% | 242.71%-228.9pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $35,502 | $4,015+784.3% | $3,754+845.8% | $4,299+725.8% |
| Participant deferral / active EE | $17,251 | $5,564+210.0% | $5,116+237.2% | $6,507+165.1% |
| Admin fee / account holder | $213 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |