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 | $647,315 | $92,703+598.3% | $82,719+682.5% | $134,475+381.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.75% | 944.92%-960.7pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $17,840 | $3,274+444.9% | $3,009+492.9% | $4,740+276.4% |
| Participant deferral / active EE | $18,875 | $4,802+293.1% | $4,395+329.5% | $6,400+194.9% |
| Admin fee / account holder | $42 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |