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 7-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 | $354,031 | $159,901+121.4% | $146,958+140.9% | $145,922+142.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.63% | 98.13%-71.5pp | 418.34%-391.7pp | 561.29%-534.7pp |
| Employer contribution / active EE | $27,843 | $5,286+426.7% | $4,933+464.4% | $4,660+497.5% |
| Participant deferral / active EE | $19,949 | $8,428+136.7% | $8,070+147.2% | $6,688+198.3% |
| Admin fee / account holder | $171 | $15,044-98.9% | $12,998-98.7% | $13,397-98.7% |