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 | $252,821 | $197,591+28.0% | $177,821+42.2% | $158,922+59.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.05% | 58.76%-40.7pp | 48.32%-30.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $13,843 | $6,697+106.7% | $5,918+133.9% | $4,761+190.7% |
| Participant deferral / active EE | $7,101 | $8,405-15.5% | $7,714-7.9% | $5,982+18.7% |
| Admin fee / account holder | $151 | $15,399-99.0% | $12,427-98.8% | $11,246-98.7% |