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 | $318,076 | $167,307+90.1% | $143,757+121.3% | $134,475+136.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.78% | 0.46%+0.3pp | -0.04%+0.8pp | 417.96%-417.2pp |
| Employer contribution / active EE | $18,522 | $5,619+229.6% | $4,951+274.1% | $4,740+290.8% |
| Participant deferral / active EE | $11,153 | $6,446+73.0% | $5,637+97.9% | $6,400+74.3% |
| Admin fee / account holder | $41 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |