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 | $336,049 | $104,907+220.3% | $84,611+297.2% | $152,861+119.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.84% | 373.79%-354.9pp | 258.74%-239.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,695 | $3,302-18.4% | $2,652+1.6% | $4,762-43.4% |
| Participant deferral / active EE | $14,890 | $4,688+217.6% | $3,899+281.9% | $5,850+154.5% |
| Admin fee / account holder | -$766 | $6,241-112.3% | $4,912-115.6% | $11,596-106.6% |