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 | $340,840 | $72,400+370.8% | $67,502+404.9% | $145,922+133.6% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 15.82% | 7182.46%-7166.6pp | 3512.12%-3496.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,418 | $3,069-53.8% | $2,731-48.1% | $4,660-69.6% |
| Participant deferral / active EE | $1,418 | $4,783-70.3% | $4,000-64.5% | $6,688-78.8% |
| Admin fee / account holder | $15 | $5,539-99.7% | $3,998-99.6% | $13,397-99.9% |