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 | $346,645 | $144,119+140.5% | $117,854+194.1% | $147,584+134.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.51% | 531.15%-518.6pp | 335.08%-322.6pp | 578.55%-566.0pp |
| Employer contribution / active EE | $5,206 | $4,896+6.3% | $3,786+37.5% | $4,876+6.8% |
| Participant deferral / active EE | $13,670 | $5,316+157.2% | $4,482+205.0% | $5,439+151.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |