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 | $298,983 | $144,119+107.5% | $117,854+153.7% | $147,584+102.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.33% | 531.15%-515.8pp | 335.08%-319.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $31,352 | $4,896+540.3% | $3,786+728.1% | $4,876+542.9% |
| Participant deferral / active EE | $5,940 | $5,316+11.7% | $4,482+32.5% | $5,439+9.2% |
| Admin fee / account holder | $42 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |