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 | $335,679 | $183,519+82.9% | $155,509+115.9% | $145,922+130.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.58% | 61.17%-37.6pp | 64.67%-41.1pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,764 | $5,313-29.2% | $4,672-19.4% | $4,660-19.2% |
| Participant deferral / active EE | $12,000 | $6,462+85.7% | $5,626+113.3% | $6,688+79.4% |
| Admin fee / account holder | $74 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |