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 | $376,295 | $183,519+105.0% | $155,509+142.0% | $145,922+157.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.68% | 61.17%-35.5pp | 64.67%-39.0pp | 561.29%-535.6pp |
| Employer contribution / active EE | $17,261 | $5,313+224.9% | $4,672+269.4% | $4,660+270.4% |
| Participant deferral / active EE | $9,873 | $6,462+52.8% | $5,626+75.5% | $6,688+47.6% |
| Admin fee / account holder | $92 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |