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 | $297,278 | $111,724+166.1% | $93,606+217.6% | $145,922+103.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.77% | 202.98%-184.2pp | 133.20%-114.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $13,348 | $3,090+332.0% | $2,420+451.6% | $4,660+186.5% |
| Participant deferral / active EE | $11,275 | $4,912+129.5% | $4,411+155.6% | $6,688+68.6% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |