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 | $296,482 | $148,534+99.6% | $135,903+118.2% | $139,434+112.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.56% | 79.19%-63.6pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $21,697 | $5,243+313.8% | $4,856+346.8% | $4,751+356.7% |
| Participant deferral / active EE | $14,453 | $8,100+78.4% | $7,758+86.3% | $6,710+115.4% |
| Admin fee / account holder | $296 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |