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 | $375,485 | $100,852+272.3% | $90,404+315.3% | $158,922+136.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.97% | 1724.20%-1703.2pp | 1293.02%-1272.0pp | 302.83%-281.9pp |
| Employer contribution / active EE | $3,844 | $3,689+4.2% | $3,262+17.8% | $4,761-19.3% |
| Participant deferral / active EE | $7,631 | $4,348+75.5% | $3,963+92.5% | $5,982+27.6% |
| Admin fee / account holder | $259 | $6,501-96.0% | $5,611-95.4% | $11,246-97.7% |