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 | $367,671 | $181,894+102.1% | $156,549+134.9% | $273,961+34.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.97% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $26,278 | $6,248+320.6% | $5,501+377.7% | $4,869+439.7% |
| Participant deferral / active EE | $13,433 | $5,550+142.0% | $4,871+175.8% | $5,287+154.1% |
| Admin fee / account holder | $225 | $15,559-98.6% | $13,027-98.3% | $10,132-97.8% |