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 | $520,976 | $185,822+180.4% | $169,993+206.5% | $139,434+273.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.56% | 60.50%-46.9pp | 53.37%-39.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,041 | $7,590-73.1% | $6,785-69.9% | $4,751-57.0% |
| Participant deferral / active EE | $14,000 | $11,622+20.5% | $10,408+34.5% | $6,710+108.6% |
| Admin fee / account holder | $61 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |