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 | $281,826 | $115,882+143.2% | $100,516+180.4% | $158,922+77.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.32% | 34.79%-14.5pp | 30.89%-10.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $3,542 | $4,103-13.7% | $3,418+3.6% | $4,761-25.6% |
| Participant deferral / active EE | $9,964 | $6,674+49.3% | $6,270+58.9% | $5,982+66.6% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |