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 | $267,069 | $105,998+152.0% | $92,233+189.6% | $147,584+81.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.32% | 50.05%-27.7pp | 176.28%-154.0pp | 578.55%-556.2pp |
| Employer contribution / active EE | $5,602 | $4,333+29.3% | $3,679+52.3% | $4,876+14.9% |
| Participant deferral / active EE | $7,092 | $4,478+58.4% | $3,897+82.0% | $5,439+30.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |