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 3-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 | $299,301 | $148,534+101.5% | $135,903+120.2% | $139,434+114.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,381 | $5,243-16.4% | $4,856-9.8% | $4,751-7.8% |
| Participant deferral / active EE | $18,120 | $8,100+123.7% | $7,758+133.6% | $6,710+170.0% |
| Admin fee / account holder | $223 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |