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 | $310,533 | $112,881+175.1% | $90,951+241.4% | $158,922+95.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.61% | 215.79%-193.2pp | 134.60%-112.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $4,171 | $2,893+44.2% | $2,122+96.5% | $4,761-12.4% |
| Participant deferral / active EE | $2,979 | $4,128-27.8% | $3,373-11.7% | $5,982-50.2% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |