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 | $378,799 | $70,756+435.4% | $65,493+478.4% | $142,382+166.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.14% | 1754.89%-1741.7pp | 982.45%-969.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,014 | $2,881-30.1% | $2,574-21.8% | $4,299-53.2% |
| Participant deferral / active EE | $15,943 | $4,637+243.8% | $3,961+302.5% | $6,507+145.0% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |