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 | $256,447 | $118,680+116.1% | $98,907+159.3% | $158,922+61.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.28% | 372.35%-363.1pp | 196.43%-187.1pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,399 | $3,333-28.0% | $2,689-10.8% | $4,761-49.6% |
| Participant deferral / active EE | $5,435 | $5,088+6.8% | $4,244+28.0% | $5,982-9.2% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |