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 9-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 | $294,325 | $183,519+60.4% | $155,509+89.3% | $145,922+101.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.52% | 61.17%-40.6pp | 64.67%-44.1pp | 561.29%-540.8pp |
| Employer contribution / active EE | $6,745 | $5,313+27.0% | $4,672+44.4% | $4,660+44.8% |
| Participant deferral / active EE | $15,160 | $6,462+134.6% | $5,626+169.5% | $6,688+126.7% |
| Admin fee / account holder | $16 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |