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 | $345,408 | $100,852+242.5% | $90,404+282.1% | $158,922+117.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.85% | 1724.20%-1697.4pp | 1293.02%-1266.2pp | 302.83%-276.0pp |
| Employer contribution / active EE | $9,295 | $3,689+152.0% | $3,262+184.9% | $4,761+95.2% |
| Participant deferral / active EE | $3,143 | $4,348-27.7% | $3,963-20.7% | $5,982-47.5% |
| Admin fee / account holder | $17 | $6,501-99.7% | $5,611-99.7% | $11,246-99.9% |