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 | $383,525 | $228,332+68.0% | $185,823+106.4% | $158,922+141.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.61% | 40.80%-18.2pp | 35.95%-13.3pp | 302.83%-280.2pp |
| Employer contribution / active EE | $29,825 | $4,967+500.5% | $4,087+629.7% | $4,761+526.4% |
| Participant deferral / active EE | $23,000 | $6,415+258.6% | $5,632+308.4% | $5,982+284.5% |
| Admin fee / account holder | $60 | $11,864-99.5% | $9,500-99.4% | $11,246-99.5% |