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 | $343,715 | $94,338+264.3% | $100,534+241.9% | $142,382+141.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 28.40% | 29.20%-0.8pp | 32.66%-4.3pp | 217.08%-188.7pp |
| Employer contribution / active EE | $11,314 | $4,237+167.0% | $4,346+160.3% | $4,299+163.2% |
| Participant deferral / active EE | $21,791 | $5,934+267.2% | $6,144+254.7% | $6,507+234.9% |
| Admin fee / account holder | $79 | $8,421-99.1% | $7,654-99.0% | $12,624-99.4% |