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 | $293,282 | $96,305+204.5% | $80,569+264.0% | $139,434+110.3% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 28.15% | 1350.08%-1321.9pp | 935.43%-907.3pp | 372.94%-344.8pp |
| Employer contribution / active EE | $3,833 | $3,262+17.5% | $2,723+40.7% | $4,751-19.3% |
| Participant deferral / active EE | $18,750 | $5,232+258.4% | $4,447+321.6% | $6,710+179.4% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |