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 8-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 | $312,620 | $546,767-42.8% | $6,253,056-95.0% | $546,767-42.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 66.7%+33.3pp | 83.5%+16.5pp |
| Annual return | 40.97% | 10.35%+30.6pp | 16.99%+24.0pp | 10.35%+30.6pp |
| Employer contribution / active EE | $0 | $24,752-100.0% | $9,787-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $0 | $3,964-100.0% | - | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $463,064-100.0% | $48,677-100.0% |