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 | $664,455 | $165,335+301.9% | $149,696+343.9% | $158,922+318.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.68% | 348.15%-333.5pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $14,079 | $5,103+175.9% | $4,644+203.1% | $4,761+195.7% |
| Participant deferral / active EE | $6,500 | $7,181-9.5% | $6,842-5.0% | $5,982+8.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |