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 | $319,170 | $210,648+51.5% | $177,989+79.3% | $145,922+118.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.37% | 385.86%-376.5pp | 294.48%-285.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,959 | $4,565-35.2% | $3,949-25.1% | $4,660-36.5% |
| Participant deferral / active EE | $4,598 | $6,958-33.9% | $6,276-26.7% | $6,688-31.3% |
| Admin fee / account holder | $126 | $12,013-99.0% | $10,363-98.8% | $13,397-99.1% |