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 | $453,022 | $201,272+125.1% | $184,203+145.9% | $145,922+210.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.16% | 29.00%-10.8pp | 28.81%-10.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,012 | $7,022-57.1% | $6,427-53.1% | $4,660-35.4% |
| Participant deferral / active EE | $17,388 | $9,806+77.3% | $9,131+90.4% | $6,688+160.0% |
| Admin fee / account holder | $33 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |