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 | $282,799 | $197,591+43.1% | $177,821+59.0% | $158,922+77.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.61% | 58.76%-48.1pp | 48.32%-37.7pp | 302.83%-292.2pp |
| Employer contribution / active EE | $21,716 | $6,697+224.2% | $5,918+266.9% | $4,761+356.1% |
| Participant deferral / active EE | $17,250 | $8,405+105.2% | $7,714+123.6% | $5,982+188.4% |
| Admin fee / account holder | $139 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |