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 | $263,293 | $197,591+33.3% | $177,821+48.1% | $158,922+65.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.28% | 58.76%-37.5pp | 48.32%-27.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $3,368 | $6,697-49.7% | $5,918-43.1% | $4,761-29.3% |
| Participant deferral / active EE | $12,726 | $8,405+51.4% | $7,714+65.0% | $5,982+112.7% |
| Admin fee / account holder | $295 | $15,399-98.1% | $12,427-97.6% | $11,246-97.4% |