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 | $298,826 | $73,515+306.5% | $62,995+374.4% | $147,584+102.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.95% | 175.43%-156.5pp | 87.57%-68.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $4,998 | $3,320+50.5% | $2,759+81.1% | $4,876+2.5% |
| Participant deferral / active EE | $6,621 | $4,185+58.2% | $3,329+98.9% | $5,439+21.7% |
| Admin fee / account holder | $25 | $5,953-99.6% | $3,600-99.3% | $10,885-99.8% |