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 8-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 | $294,067 | $168,632+74.4% | $147,614+99.2% | $125,391+134.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.19% | 77.65%-76.5pp | 61.98%-60.8pp | 282.22%-281.0pp |
| Employer contribution / active EE | $22,500 | $6,252+259.9% | $5,564+304.4% | $4,866+362.4% |
| Participant deferral / active EE | $15,750 | $5,507+186.0% | $4,895+221.7% | $5,352+194.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |