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 | $478,900 | $115,882+313.3% | $100,516+376.4% | $158,922+201.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.44% | 34.79%-21.4pp | 30.89%-17.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $37,000 | $4,103+801.8% | $3,418+982.7% | $4,761+677.1% |
| Participant deferral / active EE | $26,000 | $6,674+289.6% | $6,270+314.7% | $5,982+334.6% |
| Admin fee / account holder | $15 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |