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 | $314,127 | $153,772+104.3% | $133,980+134.5% | $273,961+14.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.06% | 36.51%-29.5pp | 29.30%-22.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $21,742 | $6,029+260.6% | $5,211+317.2% | $4,869+346.6% |
| Participant deferral / active EE | $10,616 | $6,958+52.6% | $6,282+69.0% | $5,287+100.8% |
| Admin fee / account holder | $165 | $11,765-98.6% | $9,324-98.2% | $10,132-98.4% |