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 | $265,699 | $201,272+32.0% | $184,203+44.2% | $145,922+82.1% |
| Participation rate | 89.5% | 87.5%+2.0pp | 86.8%+2.7pp | 80.3%+9.2pp |
| Annual return | 20.04% | 29.00%-9.0pp | 28.81%-8.8pp | 561.29%-541.2pp |
| Employer contribution / active EE | $16,539 | $7,022+135.5% | $6,427+157.3% | $4,660+255.0% |
| Participant deferral / active EE | $16,533 | $9,806+68.6% | $9,131+81.1% | $6,688+147.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |