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 | $424,619 | $201,272+111.0% | $184,203+130.5% | $145,922+191.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.58% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $6,085 | $7,022-13.3% | $6,427-5.3% | $4,660+30.6% |
| Participant deferral / active EE | $18,145 | $9,806+85.0% | $9,131+98.7% | $6,688+171.3% |
| Admin fee / account holder | $42 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |