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 | $360,262 | $201,272+79.0% | $184,203+95.6% | $145,922+146.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.95% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,472 | $7,022-36.3% | $6,427-30.4% | $4,660-4.0% |
| Participant deferral / active EE | $22,055 | $9,806+124.9% | $9,131+141.5% | $6,688+229.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |