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 | $1,213,292 | $110,257+1000.4% | $96,544+1156.7% | $139,434+770.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 15.07% | 26.32%-11.2pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $5,156 | $3,620+42.4% | $2,965+73.9% | $4,751+8.5% |
| Participant deferral / active EE | $12,200 | $5,548+119.9% | $4,851+151.5% | $6,710+81.8% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |