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 | $354,756 | $159,602+122.3% | $150,045+136.4% | $142,382+149.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.20% | 70.24%-51.0pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $19,396 | $4,961+291.0% | $4,693+313.3% | $4,299+351.2% |
| Participant deferral / active EE | $24,396 | $8,310+193.6% | $7,997+205.1% | $6,507+274.9% |
| Admin fee / account holder | $270 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |