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 | $427,151 | $165,984+157.3% | $164,813+159.2% | $145,922+192.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.66% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.6pp |
| Employer contribution / active EE | $18,573 | $5,273+252.2% | $4,341+327.9% | $4,660+298.6% |
| Participant deferral / active EE | $9,533 | $6,959+37.0% | $6,031+58.1% | $6,688+42.5% |
| Admin fee / account holder | $23 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |