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 9-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 | $418,338 | $157,256+166.0% | $141,162+196.4% | $152,861+173.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.56% | 64.32%-37.8pp | 71.39%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $18,000 | $5,261+242.1% | $4,735+280.1% | $4,762+278.0% |
| Participant deferral / active EE | $18,000 | $7,109+153.2% | $6,709+168.3% | $5,850+207.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |