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 | $275,862 | $118,680+132.4% | $98,907+178.9% | $158,922+73.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.69% | 372.35%-352.7pp | 196.43%-176.7pp | 302.83%-283.1pp |
| Employer contribution / active EE | $3,449 | $3,333+3.5% | $2,689+28.3% | $4,761-27.6% |
| Participant deferral / active EE | $5,419 | $5,088+6.5% | $4,244+27.7% | $5,982-9.4% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |