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 | $409,573 | $112,881+262.8% | $90,951+350.3% | $158,922+157.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.03% | 215.79%-200.8pp | 134.60%-119.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $15,630 | $2,893+440.3% | $2,122+636.6% | $4,761+228.3% |
| Participant deferral / active EE | $7,785 | $4,128+88.6% | $3,373+130.8% | $5,982+30.1% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |