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 | $338,941 | $74,888+352.6% | $71,209+376.0% | $142,382+138.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.22% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $9,036 | $2,854+216.6% | $2,721+232.1% | $4,299+110.2% |
| Participant deferral / active EE | $21,686 | $4,454+386.8% | $4,175+419.4% | $6,507+233.3% |
| Admin fee / account holder | $60 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |