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 9-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 | $289,144 | $117,841+145.4% | $102,423+182.3% | $145,922+98.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.79% | 31.65%-21.9pp | 29.32%-19.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,930 | $3,615-18.9% | $3,023-3.1% | $4,660-37.1% |
| Participant deferral / active EE | $17,000 | $5,731+196.6% | $5,053+236.4% | $6,688+154.2% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |