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 | $323,615 | $124,281+160.4% | $109,143+196.5% | $167,490+93.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.08% | 26.04%-9.0pp | 25.75%-8.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $13,673 | $4,207+225.0% | $3,722+267.4% | $4,837+182.6% |
| Participant deferral / active EE | $8,667 | $5,255+64.9% | $4,653+86.3% | $6,341+36.7% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |