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 | $371,457 | $109,982+237.7% | $97,226+282.1% | $145,922+154.6% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 13.06% | 242.90%-229.8pp | 75.13%-62.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $14,386 | $3,084+366.5% | $2,729+427.2% | $4,660+208.7% |
| Participant deferral / active EE | $8,046 | $4,676+72.1% | $4,264+88.7% | $6,688+20.3% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |