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 | $356,991 | $157,256+127.0% | $141,162+152.9% | $152,861+133.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 18.07% | 64.32%-46.3pp | 71.39%-53.3pp | 345.32%-327.3pp |
| Employer contribution / active EE | $17,766 | $5,261+237.7% | $4,735+275.2% | $4,762+273.0% |
| Participant deferral / active EE | $10,164 | $7,109+43.0% | $6,709+51.5% | $5,850+73.7% |
| Admin fee / account holder | $1 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |