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 | $270,270 | $148,978+81.4% | $200,582+34.7% | $84,808+218.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 29.07% | 28.16%+0.9pp | 42.33%-13.3pp | 40.90%-11.8pp |
| Employer contribution / active EE | $12,126 | $4,815+151.8% | $6,419+88.9% | $2,631+360.9% |
| Participant deferral / active EE | $17,586 | $7,142+146.2% | $9,331+88.5% | $4,212+317.6% |
| Admin fee / account holder | $0 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |