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 5-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 | $260,748 | $88,751+193.8% | $81,812+218.7% | $145,922+78.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.20% | 1025.40%-1001.2pp | 773.79%-749.6pp | 561.29%-537.1pp |
| Employer contribution / active EE | $12,121 | $3,083+293.1% | $2,912+316.2% | $4,660+160.1% |
| Participant deferral / active EE | $23,469 | $4,643+405.5% | $4,319+443.4% | $6,688+250.9% |
| Admin fee / account holder | $30 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |