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 | $441,930 | $96,635+357.3% | $86,612+410.2% | $139,434+216.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.08% | 106.41%-93.3pp | 591.07%-578.0pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,072 | $3,263-5.9% | $3,022+1.6% | $4,751-35.3% |
| Participant deferral / active EE | $30,000 | $4,836+520.4% | $4,438+576.0% | $6,710+347.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |