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 | $343,436 | $93,024+269.2% | $77,024+345.9% | $134,475+155.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -0.07% | 62.60%-62.7pp | 42.32%-42.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $21,711 | $3,418+535.2% | $2,812+672.0% | $4,740+358.1% |
| Participant deferral / active EE | $16,869 | $5,238+222.1% | $4,426+281.1% | $6,400+163.6% |
| Admin fee / account holder | $40 | $6,944-99.4% | $5,425-99.3% | $11,426-99.6% |