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 | $561,599 | $209,411+168.2% | $178,490+214.6% | $158,922+253.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.62% | 188.75%-181.1pp | 151.07%-143.4pp | 302.83%-295.2pp |
| Employer contribution / active EE | $9,808 | $5,706+71.9% | $5,011+95.7% | $4,761+106.0% |
| Participant deferral / active EE | $17,000 | $5,954+185.5% | $5,202+226.8% | $5,982+184.2% |
| Admin fee / account holder | $168 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |