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 8-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 | $250,491 | $92,703+170.2% | $82,719+202.8% | $134,475+86.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 3.13% | 944.92%-941.8pp | 701.18%-698.0pp | 417.96%-414.8pp |
| Employer contribution / active EE | $2,165 | $3,274-33.9% | $3,009-28.0% | $4,740-54.3% |
| Participant deferral / active EE | $2,439 | $4,802-49.2% | $4,395-44.5% | $6,400-61.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |