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 | $250,773 | $159,901+56.8% | $146,958+70.6% | $145,922+71.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.71% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $19,030 | $5,286+260.0% | $4,933+285.8% | $4,660+308.4% |
| Participant deferral / active EE | $10,803 | $8,428+28.2% | $8,070+33.9% | $6,688+61.5% |
| Admin fee / account holder | $81 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |