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 3-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 | $371,653 | $159,901+132.4% | $146,958+152.9% | $145,922+154.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.20% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $18,908 | $5,286+257.7% | $4,933+283.3% | $4,660+305.8% |
| Participant deferral / active EE | $18,371 | $8,428+118.0% | $8,070+127.6% | $6,688+174.7% |
| Admin fee / account holder | $63 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |