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 | $431,451 | $159,901+169.8% | $146,958+193.6% | $145,922+195.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.70% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $19,612 | $5,286+271.0% | $4,933+297.6% | $4,660+320.9% |
| Participant deferral / active EE | $19,612 | $8,428+132.7% | $8,070+143.0% | $6,688+193.3% |
| Admin fee / account holder | $182 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |