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 | $317,679 | $107,934+194.3% | $91,989+245.3% | $152,861+107.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.78% | 89.24%-69.5pp | 69.02%-49.2pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,899 | $4,210-31.1% | $3,452-16.0% | $4,762-39.1% |
| Participant deferral / active EE | $11,750 | $6,364+84.6% | $5,923+98.4% | $5,850+100.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |