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 | $449,278 | $104,974+328.0% | $95,585+370.0% | $142,382+215.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.49% | 210.33%-199.8pp | 38.56%-28.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $13,333 | $2,779+379.9% | $2,527+427.7% | $4,299+210.1% |
| Participant deferral / active EE | $13,917 | $4,352+219.8% | $4,023+246.0% | $6,507+113.9% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |