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 | $508,784 | $99,341+412.2% | $84,750+500.3% | $273,961+85.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.50% | 22.93%-12.4pp | 22.78%-12.3pp | 41.45%-31.0pp |
| Employer contribution / active EE | $26,044 | $4,214+518.1% | $3,574+628.6% | $4,869+434.9% |
| Participant deferral / active EE | $18,462 | $4,269+332.4% | $3,712+397.4% | $5,287+249.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |