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 | $372,049 | $183,519+102.7% | $155,509+139.2% | $145,922+155.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.90% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,272 | $5,313-19.6% | $4,672-8.6% | $4,660-8.3% |
| Participant deferral / active EE | $2,575 | $6,462-60.2% | $5,626-54.2% | $6,688-61.5% |
| Admin fee / account holder | $1 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |