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 | $336,095 | $104,974+220.2% | $95,585+251.6% | $142,382+136.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.95% | 210.33%-198.4pp | 38.56%-26.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,901 | $2,779+148.4% | $2,527+173.2% | $4,299+60.5% |
| Participant deferral / active EE | $23,393 | $4,352+437.5% | $4,023+481.5% | $6,507+259.5% |
| Admin fee / account holder | $6 | $6,386-99.9% | $6,127-99.9% | $12,624-100.0% |