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 | $438,636 | $115,770+278.9% | $101,248+333.2% | $158,922+176.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.09% | 56.14%-38.0pp | 46.47%-28.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,640 | $4,175-36.8% | $3,660-27.9% | $4,761-44.6% |
| Participant deferral / active EE | $26,000 | $4,957+424.5% | $4,370+494.9% | $5,982+334.6% |
| Admin fee / account holder | $60 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |