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 7-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 | $423,761 | $100,852+320.2% | $90,404+368.7% | $158,922+166.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.56% | 1724.20%-1712.6pp | 1293.02%-1281.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $3,722 | $3,689+0.9% | $3,262+14.1% | $4,761-21.8% |
| Participant deferral / active EE | $13,428 | $4,348+208.8% | $3,963+238.8% | $5,982+124.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |