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 | $305,915 | $99,652+207.0% | $78,778+288.3% | $147,584+107.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.69% | 47.28%-37.6pp | 35.62%-25.9pp | 578.55%-568.9pp |
| Employer contribution / active EE | $10,949 | $2,796+291.7% | $1,986+451.4% | $4,876+124.5% |
| Participant deferral / active EE | $3,357 | $3,664-8.4% | $2,958+13.5% | $5,439-38.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |