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 | $272,556 | $106,515+155.9% | $96,683+181.9% | $139,434+95.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.40% | 38.43%-10.0pp | 35.69%-7.3pp | 372.94%-344.5pp |
| Employer contribution / active EE | $973 | $4,103-76.3% | $3,737-74.0% | $4,751-79.5% |
| Participant deferral / active EE | $7,206 | $5,454+32.1% | $4,878+47.7% | $6,710+7.4% |
| Admin fee / account holder | $7 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |