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 | $428,283 | $179,726+138.3% | $156,263+174.1% | $142,382+200.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.04% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,936 | $5,069-61.8% | $4,333-55.3% | $4,299-55.0% |
| Participant deferral / active EE | $3,778 | $6,956-45.7% | $6,158-38.7% | $6,507-41.9% |
| Admin fee / account holder | $24 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |