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 | $314,122 | $228,332+37.6% | $185,823+69.0% | $158,922+97.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.40% | 40.80%-28.4pp | 35.95%-23.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $4,254 | $4,967-14.4% | $4,087+4.1% | $4,761-10.7% |
| Participant deferral / active EE | $9,442 | $6,415+47.2% | $5,632+67.6% | $5,982+57.8% |
| Admin fee / account holder | $32 | $11,864-99.7% | $9,500-99.7% | $11,246-99.7% |