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 | $396,447 | $127,065+212.0% | $113,168+250.3% | $142,382+178.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.08% | 24.03%-1.0pp | 24.27%-1.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $39,146 | $3,442+1037.3% | $2,975+1215.7% | $4,299+810.6% |
| Participant deferral / active EE | $4,250 | $5,716-25.7% | $5,107-16.8% | $6,507-34.7% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |