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 | $331,306 | $124,185+166.8% | $108,410+205.6% | $167,490+97.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.42% | 1379.64%-1355.2pp | 905.27%-880.9pp | 478.56%-454.1pp |
| Employer contribution / active EE | $879 | $4,187-79.0% | $3,558-75.3% | $4,837-81.8% |
| Participant deferral / active EE | $14,437 | $6,908+109.0% | $6,563+120.0% | $6,341+127.7% |
| Admin fee / account holder | $20 | $9,455-99.8% | $7,295-99.7% | $12,309-99.8% |