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 | $262,819 | $210,648+24.8% | $177,989+47.7% | $145,922+80.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.07% | 385.86%-372.8pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $7,368 | $4,565+61.4% | $3,949+86.6% | $4,660+58.1% |
| Participant deferral / active EE | $10,168 | $6,958+46.1% | $6,276+62.0% | $6,688+52.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |