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 | $373,098 | $140,940+164.7% | $112,229+232.4% | $139,434+167.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.56% | 32.71%-7.2pp | 30.20%-4.6pp | 372.94%-347.4pp |
| Employer contribution / active EE | $8,160 | $4,283+90.5% | $3,430+137.9% | $4,751+71.8% |
| Participant deferral / active EE | $18,023 | $5,874+206.8% | $4,798+275.6% | $6,710+168.6% |
| Admin fee / account holder | $199 | $9,954-98.0% | $7,748-97.4% | $11,403-98.3% |