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 | $304,733 | $110,261+176.4% | $95,745+218.3% | $139,434+118.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.74% | 27.11%-10.4pp | 28.35%-11.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $13,613 | $3,257+317.9% | $2,835+380.3% | $4,751+186.6% |
| Participant deferral / active EE | $10,540 | $4,676+125.4% | $4,245+148.3% | $6,710+57.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |