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 | $266,385 | $175,202+52.0% | $149,673+78.0% | $139,434+91.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.76% | 166.71%-144.9pp | 134.42%-112.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,167 | $5,474-42.1% | $4,818-34.3% | $4,751-33.3% |
| Participant deferral / active EE | $10,237 | $6,519+57.0% | $5,680+80.2% | $6,710+52.6% |
| Admin fee / account holder | $124 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |