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 | $290,535 | $157,256+84.8% | $141,162+105.8% | $152,861+90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.73% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,407 | $5,261-35.2% | $4,735-28.0% | $4,762-28.5% |
| Participant deferral / active EE | $9,977 | $7,109+40.3% | $6,709+48.7% | $5,850+70.5% |
| Admin fee / account holder | $117 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |