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 | $287,278 | $105,998+171.0% | $92,233+211.5% | $147,584+94.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.59% | 50.05%-36.5pp | 176.28%-162.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $20,941 | $4,333+383.3% | $3,679+469.1% | $4,876+329.4% |
| Participant deferral / active EE | $13,186 | $4,478+194.5% | $3,897+238.4% | $5,439+142.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |