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 | $284,190 | $74,888+279.5% | $71,209+299.1% | $142,382+99.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.83% | 345.14%-322.3pp | 282.51%-259.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $7,280 | $2,854+155.1% | $2,721+167.6% | $4,299+69.3% |
| Participant deferral / active EE | $19,364 | $4,454+334.7% | $4,175+363.8% | $6,507+197.6% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |