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 | $337,378 | $95,266+254.1% | $82,389+309.5% | $142,382+137.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.62% | 25.74%-7.1pp | 28.67%-10.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $8,253 | $2,991+175.9% | $2,517+227.9% | $4,299+92.0% |
| Participant deferral / active EE | $16,639 | $4,809+246.0% | $4,155+300.5% | $6,507+155.7% |
| Admin fee / account holder | $23 | $8,563-99.7% | $7,231-99.7% | $12,624-99.8% |