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 | $331,592 | $133,958+147.5% | $112,228+195.5% | $134,475+146.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 4.72% | 47.11%-42.4pp | 27.45%-22.7pp | 417.96%-413.2pp |
| Employer contribution / active EE | $18,398 | $4,038+355.6% | $3,635+406.2% | $4,740+288.2% |
| Participant deferral / active EE | $10,800 | $5,291+104.1% | $4,728+128.4% | $6,400+68.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |