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 | $434,471 | $138,044+214.7% | $125,339+246.6% | $134,475+223.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.99% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $11,274 | $5,243+115.0% | $4,814+134.2% | $4,740+137.9% |
| Participant deferral / active EE | $15,996 | $7,799+105.1% | $7,446+114.8% | $6,400+150.0% |
| Admin fee / account holder | $113 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |