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 | $379,158 | $104,974+261.2% | $95,585+296.7% | $142,382+166.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.59% | 210.33%-190.7pp | 38.56%-19.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,393 | $2,779-13.9% | $2,527-5.3% | $4,299-44.3% |
| Participant deferral / active EE | $6,578 | $4,352+51.2% | $4,023+63.5% | $6,507+1.1% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |