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 | $336,120 | $114,047+194.7% | $96,139+249.6% | $167,490+100.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.09% | 189.88%-179.8pp | 191.94%-181.9pp | 478.56%-468.5pp |
| Employer contribution / active EE | $14,572 | $3,427+325.2% | $2,797+421.0% | $4,837+201.2% |
| Participant deferral / active EE | $9,013 | $5,194+73.5% | $4,349+107.2% | $6,341+42.1% |
| Admin fee / account holder | $74 | $6,897-98.9% | $5,537-98.7% | $12,309-99.4% |