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 | $300,925 | $176,377+70.6% | $134,143+124.3% | $158,922+89.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 39.78% | 63.63%-23.8pp | 36.33%+3.5pp | 302.83%-263.0pp |
| Employer contribution / active EE | $3,148 | $5,040-37.5% | $3,704-15.0% | $4,761-33.9% |
| Participant deferral / active EE | $13,038 | $4,091+218.7% | $3,499+272.6% | $5,982+117.9% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |