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 6-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 | $253,735 | $197,591+28.4% | $177,821+42.7% | $158,922+59.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 44.99% | 58.76%-13.8pp | 48.32%-3.3pp | 302.83%-257.8pp |
| Employer contribution / active EE | $23,804 | $6,697+255.4% | $5,918+302.2% | $4,761+400.0% |
| Participant deferral / active EE | $14,944 | $8,405+77.8% | $7,714+93.7% | $5,982+149.8% |
| Admin fee / account holder | $15 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |