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 | $392,623 | $117,983+232.8% | $101,794+285.7% | $142,382+175.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 62.51% | 36.92%+25.6pp | 30.53%+32.0pp | 217.08%-154.6pp |
| Employer contribution / active EE | $9,000 | $2,773+224.6% | $2,289+293.2% | $4,299+109.3% |
| Participant deferral / active EE | $18,500 | $4,714+292.5% | $4,084+353.0% | $6,507+184.3% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |