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 | $350,275 | $152,587+129.6% | $125,175+179.8% | $152,861+129.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.76% | 54.84%-37.1pp | 43.79%-26.0pp | 345.32%-327.6pp |
| Employer contribution / active EE | $19,925 | $4,946+302.8% | $3,865+415.5% | $4,762+318.4% |
| Participant deferral / active EE | $12,500 | $5,868+113.0% | $4,937+153.2% | $5,850+113.7% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |