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 | $376,923 | $183,963+104.9% | $162,163+132.4% | $152,861+146.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.75% | 150.76%-127.0pp | 115.59%-91.8pp | 345.32%-321.6pp |
| Employer contribution / active EE | $28,379 | $6,371+345.5% | $5,614+405.5% | $4,762+495.9% |
| Participant deferral / active EE | $15,642 | $8,034+94.7% | $7,298+114.3% | $5,850+167.4% |
| Admin fee / account holder | $34 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |