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 | $327,114 | $124,281+163.2% | $109,143+199.7% | $167,490+95.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.37% | 26.04%-14.7pp | 25.75%-14.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $38,500 | $4,207+815.1% | $3,722+934.4% | $4,837+695.9% |
| Participant deferral / active EE | $22,750 | $5,255+332.9% | $4,653+388.9% | $6,341+258.8% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |