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 | $365,059 | $106,584+242.5% | $101,326+260.3% | $142,382+156.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.06% | 36.93%-19.9pp | 36.82%-19.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $8,084 | $3,956+104.3% | $3,665+120.5% | $4,299+88.0% |
| Participant deferral / active EE | $8,678 | $8,297+4.6% | $7,994+8.6% | $6,507+33.4% |
| Admin fee / account holder | $6 | $11,446-99.9% | $11,185-99.9% | $12,624-100.0% |