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 | $331,720 | $102,966+222.2% | $90,281+267.4% | $152,861+117.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.79% | 95.16%-69.4pp | 78.10%-52.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $7,260 | $3,139+131.3% | $2,854+154.3% | $4,762+52.4% |
| Participant deferral / active EE | $25,000 | $4,281+483.9% | $3,885+543.4% | $5,850+327.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |