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 | $315,383 | $148,534+112.3% | $135,903+132.1% | $139,434+126.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.59% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $9,652 | $5,243+84.1% | $4,856+98.8% | $4,751+103.2% |
| Participant deferral / active EE | $7,950 | $8,100-1.9% | $7,758+2.5% | $6,710+18.5% |
| Admin fee / account holder | $122 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |