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 | $322,853 | $159,602+102.3% | $150,045+115.2% | $142,382+126.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.66% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $20,416 | $4,961+311.6% | $4,693+335.0% | $4,299+374.9% |
| Participant deferral / active EE | $19,586 | $8,310+135.7% | $7,997+144.9% | $6,507+201.0% |
| Admin fee / account holder | $72 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |