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 | $292,415 | $165,335+76.9% | $149,696+95.3% | $158,922+84.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.09% | 348.15%-320.1pp | 276.60%-248.5pp | 302.83%-274.7pp |
| Employer contribution / active EE | $2,051 | $5,103-59.8% | $4,644-55.8% | $4,761-56.9% |
| Participant deferral / active EE | $15,231 | $7,181+112.1% | $6,842+122.6% | $5,982+154.6% |
| Admin fee / account holder | $100 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |