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 | $378,760 | $162,781+132.7% | $133,956+182.8% | $158,922+138.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.82% | 41.94%-20.1pp | 45.09%-23.3pp | 302.83%-281.0pp |
| Employer contribution / active EE | $8,300 | $4,975+66.8% | $3,919+111.8% | $4,761+74.3% |
| Participant deferral / active EE | $19,500 | $5,911+229.9% | $5,048+286.3% | $5,982+226.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |