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 | $267,204 | $159,901+67.1% | $146,958+81.8% | $145,922+83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.06% | 98.13%-63.1pp | 418.34%-383.3pp | 561.29%-526.2pp |
| Employer contribution / active EE | $4,295 | $5,286-18.8% | $4,933-12.9% | $4,660-7.8% |
| Participant deferral / active EE | $18,889 | $8,428+124.1% | $8,070+134.1% | $6,688+182.4% |
| Admin fee / account holder | $1 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |