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 | $399,926 | $210,648+89.9% | $177,989+124.7% | $145,922+174.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.43% | 385.86%-368.4pp | 294.48%-277.1pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,961 | $4,565-35.1% | $3,949-25.0% | $4,660-36.5% |
| Participant deferral / active EE | $12,795 | $6,958+83.9% | $6,276+103.9% | $6,688+91.3% |
| Admin fee / account holder | $13 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |