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 | $307,410 | $102,616+199.6% | $81,983+275.0% | $158,922+93.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.59% | 61.04%-45.5pp | 41.31%-25.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $6,658 | $3,240+105.5% | $2,498+166.5% | $4,761+39.8% |
| Participant deferral / active EE | $10,045 | $4,648+116.1% | $3,722+169.9% | $5,982+67.9% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |