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 6-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 | $393,770 | $150,187+162.2% | $120,354+227.2% | $145,922+169.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.82% | 154.07%-144.2pp | 107.15%-97.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $8,185 | $4,348+88.3% | $3,463+136.4% | $4,660+75.7% |
| Participant deferral / active EE | $21,422 | $6,173+247.0% | $4,991+329.2% | $6,688+220.3% |
| Admin fee / account holder | $111 | $12,207-99.1% | $9,423-98.8% | $13,397-99.2% |