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 6-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 | $317,527 | $202,432+56.9% | $169,368+87.5% | $139,434+127.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.78% | 531.74%-509.0pp | 405.60%-382.8pp | 372.94%-350.2pp |
| Employer contribution / active EE | $22,166 | $4,692+372.4% | $4,013+452.4% | $4,751+366.6% |
| Participant deferral / active EE | $15,198 | $6,938+119.1% | $6,221+144.3% | $6,710+126.5% |
| Admin fee / account holder | $110 | $10,708-99.0% | $9,003-98.8% | $11,403-99.0% |