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 | $425,958 | $185,200+130.0% | $142,863+198.2% | $167,490+154.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 15.99% | 8555.70%-8539.7pp | 5637.54%-5621.5pp | 478.56%-462.6pp |
| Employer contribution / active EE | $42,171 | $5,604+652.5% | $4,144+917.7% | $4,837+771.7% |
| Participant deferral / active EE | $14,395 | $4,494+220.3% | $3,837+275.2% | $6,341+127.0% |
| Admin fee / account holder | $67 | $8,031-99.2% | $6,560-99.0% | $12,309-99.5% |