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 | $402,906 | $176,812+127.9% | $146,665+174.7% | $167,490+140.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.05% | 24.03%-12.0pp | 22.74%-10.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $34,250 | $5,160+563.8% | $4,136+728.0% | $4,837+608.0% |
| Participant deferral / active EE | $14,350 | $6,440+122.8% | $5,506+160.6% | $6,341+126.3% |
| Admin fee / account holder | $24 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |