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 7-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 | $750,482 | $172,478+335.1% | $145,661+415.2% | $142,382+427.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 21.63% | 151.09%-129.5pp | 101.46%-79.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $42,500 | $4,899+767.5% | $4,238+902.9% | $4,299+888.6% |
| Participant deferral / active EE | $30,238 | $8,348+262.2% | $7,198+320.1% | $6,507+364.7% |
| Admin fee / account holder | $30 | $16,864-99.8% | $12,466-99.8% | $12,624-99.8% |