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 | $380,013 | $107,334+254.0% | $92,893+309.1% | $152,861+148.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.54% | 145.58%-129.0pp | 109.41%-92.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $17,087 | $4,221+304.8% | $3,653+367.8% | $4,762+258.8% |
| Participant deferral / active EE | $10,721 | $4,845+121.3% | $4,236+153.1% | $5,850+83.3% |
| Admin fee / account holder | $7 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |