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 6-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 | $369,079 | $201,272+83.4% | $184,203+100.4% | $145,922+152.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $16,108 | $7,022+129.4% | $6,427+150.6% | $4,660+245.7% |
| Participant deferral / active EE | $14,881 | $9,806+51.8% | $9,131+63.0% | $6,688+122.5% |
| Admin fee / account holder | $227 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |