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 | $253,845 | $96,484+163.1% | $75,886+234.5% | $152,861+66.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.09% | 33.98%-11.9pp | 30.76%-8.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $8,066 | $3,309+143.7% | $2,500+222.6% | $4,762+69.4% |
| Participant deferral / active EE | $14,133 | $4,553+210.4% | $3,603+292.2% | $5,850+141.6% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |