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 | $408,757 | $115,770+253.1% | $101,248+303.7% | $158,922+157.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.58% | 56.14%-37.6pp | 46.47%-27.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $21,650 | $4,175+418.6% | $3,660+491.6% | $4,761+354.7% |
| Participant deferral / active EE | $19,500 | $4,957+293.4% | $4,370+346.2% | $5,982+226.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |