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 | $365,571 | $126,574+188.8% | $106,213+244.2% | $145,922+150.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.35% | 224.79%-215.4pp | 116.14%-106.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,200 | $3,730-41.0% | $3,171-30.6% | $4,660-52.8% |
| Participant deferral / active EE | $21,000 | $5,724+266.9% | $5,016+318.7% | $6,688+214.0% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |