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 | $369,093 | $127,065+190.5% | $113,168+226.1% | $142,382+159.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.27% | 24.03%-6.8pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $27,417 | $3,442+696.5% | $2,975+821.5% | $4,299+537.7% |
| Participant deferral / active EE | $21,375 | $5,716+273.9% | $5,107+318.6% | $6,507+228.5% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |