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 | $307,538 | $85,022+261.7% | $70,515+336.1% | $139,434+120.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 71.98% | 30.38%+41.6pp | 32.77%+39.2pp | 372.94%-301.0pp |
| Employer contribution / active EE | $7,548 | $3,909+93.1% | $2,973+153.8% | $4,751+58.9% |
| Participant deferral / active EE | $17,036 | $5,890+189.2% | $4,567+273.0% | $6,710+153.9% |
| Admin fee / account holder | $20 | $8,906-99.8% | $6,412-99.7% | $11,403-99.8% |