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 | $431,960 | $105,998+307.5% | $92,233+368.3% | $147,584+192.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.17% | 50.05%-33.9pp | 176.28%-160.1pp | 578.55%-562.4pp |
| Employer contribution / active EE | $28,735 | $4,333+563.2% | $3,679+681.0% | $4,876+489.3% |
| Participant deferral / active EE | $11,050 | $4,478+146.8% | $3,897+183.6% | $5,439+103.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |