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 | $456,434 | $105,998+330.6% | $92,233+394.9% | $147,584+209.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.96% | 50.05%-37.1pp | 176.28%-163.3pp | 578.55%-565.6pp |
| Employer contribution / active EE | $17,262 | $4,333+298.4% | $3,679+369.2% | $4,876+254.0% |
| Participant deferral / active EE | $12,836 | $4,478+186.6% | $3,897+229.4% | $5,439+136.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |