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 | $287,759 | $214,378+34.2% | $200,582+43.5% | $142,382+102.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.37% | 46.41%-21.0pp | 42.33%-17.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $5,191 | $6,841-24.1% | $6,419-19.1% | $4,299+20.7% |
| Participant deferral / active EE | $21,755 | $9,865+120.5% | $9,331+133.1% | $6,507+234.3% |
| Admin fee / account holder | $41 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |