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 | $307,242 | $121,625+152.6% | $104,607+193.7% | $158,922+93.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.10% | 465.26%-448.2pp | 340.46%-323.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $39,300 | $3,163+1142.5% | $2,681+1366.1% | $4,761+725.4% |
| Participant deferral / active EE | $23,114 | $4,177+453.3% | $3,740+518.1% | $5,982+286.4% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |