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 | $288,006 | $162,781+76.9% | $133,956+115.0% | $158,922+81.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.19% | 41.94%-28.7pp | 45.09%-31.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $11,241 | $4,975+125.9% | $3,919+186.9% | $4,761+136.1% |
| Participant deferral / active EE | $4,985 | $5,911-15.7% | $5,048-1.3% | $5,982-16.7% |
| Admin fee / account holder | $36 | $11,736-99.7% | $8,927-99.6% | $11,246-99.7% |