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 | $270,094 | $176,812+52.8% | $146,665+84.2% | $167,490+61.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.33% | 24.03%-10.7pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,201 | $5,160-38.0% | $4,136-22.6% | $4,837-33.8% |
| Participant deferral / active EE | $15,155 | $6,440+135.3% | $5,506+175.2% | $6,341+139.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |