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 | $359,484 | $106,515+237.5% | $96,683+271.8% | $139,434+157.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.41% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $41,622 | $4,103+914.5% | $3,737+1013.8% | $4,751+776.1% |
| Participant deferral / active EE | $30,000 | $5,454+450.1% | $4,878+515.0% | $6,710+347.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |