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 | $556,411 | $124,319+347.6% | $111,297+399.9% | $167,490+232.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.81% | 37.44%-20.6pp | 54.65%-37.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,516 | $3,435-55.9% | $2,731-44.5% | $4,837-68.7% |
| Participant deferral / active EE | $2,530 | $5,180-51.2% | $4,487-43.6% | $6,341-60.1% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |