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 | $287,816 | $181,894+58.2% | $156,549+83.9% | $273,961+5.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.69% | 30.74%-19.0pp | 32.23%-20.5pp | 41.45%-29.8pp |
| Employer contribution / active EE | $8,802 | $6,248+40.9% | $5,501+60.0% | $4,869+80.8% |
| Participant deferral / active EE | $7,052 | $5,550+27.1% | $4,871+44.8% | $5,287+33.4% |
| Admin fee / account holder | $51 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |