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 | $450,997 | $126,574+256.3% | $106,213+324.6% | $145,922+209.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.03% | 224.79%-210.8pp | 116.14%-102.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,116 | $3,730-70.1% | $3,171-64.8% | $4,660-76.0% |
| Participant deferral / active EE | $3,660 | $5,724-36.1% | $5,016-27.0% | $6,688-45.3% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |