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 | $253,868 | $115,882+119.1% | $100,516+152.6% | $158,922+59.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.88% | 34.79%-18.9pp | 30.89%-15.0pp | 302.83%-286.9pp |
| Employer contribution / active EE | $8,103 | $4,103+97.5% | $3,418+137.1% | $4,761+70.2% |
| Participant deferral / active EE | $22,081 | $6,674+230.8% | $6,270+252.2% | $5,982+269.1% |
| Admin fee / account holder | $60 | $10,995-99.5% | $8,081-99.3% | $11,246-99.5% |