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 | $314,192 | $167,484+87.6% | $151,611+107.2% | $134,475+133.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.09% | 7.80%-6.7pp | 3.33%-2.2pp | 417.96%-416.9pp |
| Employer contribution / active EE | $25,525 | $6,829+273.8% | $6,166+314.0% | $4,740+438.5% |
| Participant deferral / active EE | $10,888 | $8,986+21.2% | $8,363+30.2% | $6,400+70.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |