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 | $345,069 | $159,602+116.2% | $150,045+130.0% | $142,382+142.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.98% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,409 | $4,961+49.4% | $4,693+57.9% | $4,299+72.3% |
| Participant deferral / active EE | $12,682 | $8,310+52.6% | $7,997+58.6% | $6,507+94.9% |
| Admin fee / account holder | $99 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |